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 | $12,982 | $45,152-71.2% | $73,843-82.4% | $59,632-78.2% |
| Participation rate | 51.4% | 64.0%-12.7pp | 73.4%-22.1pp | 68.7%-17.3pp |
| Annual return | 1.99% | 27.40%-25.4pp | 2267.84%-2265.8pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $401 | $1,902-78.9% | $2,787-85.6% | $2,203-81.8% |
| Participant deferral / active EE | $1,158 | $2,574-55.0% | $3,583-67.7% | $3,192-63.7% |
| Admin fee / account holder | $2,699 | $3,516-23.2% | $4,880-44.7% | $4,297-37.2% |