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 | $11,802 | $40,256-70.7% | $57,343-79.4% | $59,632-80.2% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 68.7%-8.7pp |
| Annual return | 4.10% | 27.49%-23.4pp | 24.39%-20.3pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $521 | $1,922-72.9% | $2,689-80.6% | $2,203-76.3% |
| Participant deferral / active EE | $1,775 | $2,399-26.0% | $3,162-43.9% | $3,192-44.4% |
| Admin fee / account holder | $2,877 | $2,818+2.1% | $3,356-14.3% | $4,297-33.1% |