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 | $9,448 | $37,426-74.8% | $77,482-87.8% | $79,858-88.2% |
| Participation rate | 56.3% | 41.5%+14.7pp | 54.2%+2.1pp | 69.6%-13.4pp |
| Annual return | 18.88% | 39.70%-20.8pp | 54.79%-35.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $590 | $637-7.4% | $986-40.2% | $2,471-76.1% |
| Participant deferral / active EE | $770 | $1,260-38.9% | $1,861-58.6% | $3,740-79.4% |
| Admin fee / account holder | $789 | $2,504-68.5% | $2,858-72.4% | $5,306-85.1% |