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 | $7,600 | $35,183-78.4% | $73,545-89.7% | $70,131-89.2% |
| Participation rate | 44.8% | 42.9%+1.9pp | 54.9%-10.1pp | 69.5%-24.7pp |
| Annual return | 15.79% | 26.90%-11.1pp | -15.16%+30.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $282 | $709-60.1% | $1,219-76.8% | $2,342-87.9% |
| Participant deferral / active EE | $1,535 | $1,220+25.8% | $1,806-15.0% | $3,332-53.9% |
| Admin fee / account holder | $1,096 | $2,302-52.4% | $2,320-52.8% | $4,645-76.4% |