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 | $10,488 | $54,705-80.8% | $71,209-85.3% | $84,808-87.6% |
| Participation rate | 11.5% | 64.1%-52.5pp | 73.8%-62.2pp | 68.3%-56.8pp |
| Annual return | 14.07% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $487 | $2,158-77.4% | $2,721-82.1% | $2,631-81.5% |
| Participant deferral / active EE | $673 | $3,030-77.8% | $4,175-83.9% | $4,212-84.0% |
| Admin fee / account holder | $2,946 | $4,863-39.4% | $5,349-44.9% | $7,344-59.9% |