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 | $11,390 | $52,279-78.2% | $89,391-87.3% | $79,858-85.7% |
| Participation rate | 53.3% | 57.5%-4.2pp | 68.0%-14.6pp | 69.6%-16.3pp |
| Annual return | 13.69% | 22.16%-8.5pp | 245.62%-231.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $762 | $1,572-51.5% | $2,586-70.5% | $2,471-69.2% |
| Participant deferral / active EE | $1,569 | $2,740-42.7% | $3,890-59.7% | $3,740-58.0% |
| Admin fee / account holder | $827 | $3,356-75.4% | $4,881-83.1% | $5,306-84.4% |