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 | $7,191 | $35,183-79.6% | $73,545-90.2% | $70,131-89.7% |
| Participation rate | 27.5% | 42.9%-15.4pp | 54.9%-27.4pp | 69.5%-42.0pp |
| Annual return | 19.10% | 26.90%-7.8pp | -15.16%+34.3pp | 73.14%-54.0pp |
| Employer contribution / active EE | $231 | $709-67.5% | $1,219-81.1% | $2,342-90.2% |
| Participant deferral / active EE | $587 | $1,220-51.9% | $1,806-67.5% | $3,332-82.4% |
| Admin fee / account holder | $1,922 | $2,302-16.5% | $2,320-17.1% | $4,645-58.6% |