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 | $14,745 | $61,272-75.9% | $149,673-90.1% | $71,457-79.4% |
| Participation rate | 50.0% | 62.5%-12.5pp | 78.8%-28.8pp | 67.9%-17.9pp |
| Annual return | 14.91% | 35.85%-20.9pp | 134.42%-119.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $702 | $2,378-70.5% | $4,818-85.4% | $2,588-72.9% |
| Participant deferral / active EE | $963 | $2,917-67.0% | $5,680-83.0% | $4,289-77.5% |
| Admin fee / account holder | $5,886 | $1,261+366.6% | $13,210-55.4% | $1,587+270.8% |