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 | $7,973 | $108,172-92.6% | $77,482-89.7% | $158,922-95.0% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 6.81% | 31.67%-24.9pp | 54.79%-48.0pp | 302.83%-296.0pp |
| Employer contribution / active EE | $111 | $1,325-91.6% | $986-88.7% | $4,761-97.7% |
| Participant deferral / active EE | $451 | $2,456-81.6% | $1,861-75.8% | $5,982-92.5% |
| Admin fee / account holder | $6,126 | $3,708+65.2% | $2,858+114.4% | $11,246-45.5% |