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 | $14,637 | $47,479-69.2% | $62,929-76.7% | $82,448-82.2% |
| Participation rate | 50.6% | 66.9%-16.3pp | 73.1%-22.5pp | 68.1%-17.5pp |
| Annual return | 19.62% | 20.34%-0.7pp | 1063.93%-1044.3pp | 41.64%-22.0pp |
| Employer contribution / active EE | $431 | $1,885-77.1% | $2,505-82.8% | $2,551-83.1% |
| Participant deferral / active EE | $1,018 | $2,870-64.5% | $3,888-73.8% | $4,139-75.4% |
| Admin fee / account holder | $455 | $3,804-88.0% | $5,065-91.0% | $7,234-93.7% |