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 | $17,385 | $53,127-67.3% | $86,590-79.9% | $70,131-75.2% |
| Participation rate | 57.9% | 65.3%-7.4pp | 73.5%-15.7pp | 69.5%-11.6pp |
| Annual return | 13.67% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $645 | $2,068-68.8% | $2,839-77.3% | $2,342-72.5% |
| Participant deferral / active EE | $955 | $2,696-64.6% | $3,609-73.5% | $3,332-71.3% |
| Admin fee / account holder | $5,038 | $3,585+40.5% | $4,906+2.7% | $4,645+8.5% |