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 | $51,638-79.7% | $68,368-84.7% | $82,448-87.3% |
| Participation rate | 11.5% | 63.6%-52.1pp | 73.8%-62.2pp | 68.1%-56.5pp |
| Annual return | 14.07% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $487 | $2,047-76.2% | $2,649-81.6% | $2,551-80.9% |
| Participant deferral / active EE | $673 | $2,914-76.9% | $4,123-83.7% | $4,139-83.7% |
| Admin fee / account holder | $2,946 | $4,643-36.6% | $5,150-42.8% | $7,234-59.3% |