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 5-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 | $9,700 | $58,208-83.3% | $81,812-88.1% | $80,856-88.0% |
| Participation rate | 28.6% | 63.4%-34.8pp | 72.3%-43.8pp | 67.6%-39.1pp |
| Annual return | 16.03% | 41.66%-25.6pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $393 | $2,340-83.2% | $2,912-86.5% | $2,755-85.7% |
| Participant deferral / active EE | $1,258 | $3,281-61.7% | $4,319-70.9% | $4,296-70.7% |
| Admin fee / account holder | $416 | $4,981-91.6% | $7,386-94.4% | $6,918-94.0% |