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 | $16,919 | $35,183-51.9% | $73,545-77.0% | $70,131-75.9% |
| Participation rate | 37.1% | 42.9%-5.8pp | 54.9%-17.8pp | 69.5%-32.4pp |
| Annual return | 15.80% | 26.90%-11.1pp | -15.16%+31.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $505 | $709-28.8% | $1,219-58.6% | $2,342-78.4% |
| Participant deferral / active EE | $737 | $1,220-39.6% | $1,806-59.2% | $3,332-77.9% |
| Admin fee / account holder | $1,099 | $2,302-52.3% | $2,320-52.6% | $4,645-76.3% |