See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,219 | $93,071-82.6% | $74,583-78.3% | $273,961-94.1% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 5.83% | 26.18%-20.3pp | 20.47%-14.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $691 | $3,160-78.1% | $2,525-72.6% | $4,869-85.8% |
| Participant deferral / active EE | $878 | $4,160-78.9% | $3,458-74.6% | $5,287-83.4% |
| Admin fee / account holder | $330 | $5,272-93.7% | $4,138-92.0% | $10,132-96.7% |