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 | $12,039 | $48,046-74.9% | $84,611-85.8% | $72,985-83.5% |
| Participation rate | 58.2% | 57.6%+0.6pp | 68.2%-10.1pp | 69.5%-11.3pp |
| Annual return | 21.68% | 37.38%-15.7pp | 258.74%-237.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $600 | $1,602-62.5% | $2,652-77.4% | $2,440-75.4% |
| Participant deferral / active EE | $887 | $2,680-66.9% | $3,899-77.2% | $3,607-75.4% |
| Admin fee / account holder | $739 | $3,395-78.2% | $4,912-85.0% | $5,124-85.6% |