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 | $12,420 | $34,308-63.8% | $74,701-83.4% | $72,985-83.0% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 20.10% | 26.58%-6.5pp | 752.92%-732.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $204 | $692-70.5% | $1,084-81.2% | $2,440-91.6% |
| Participant deferral / active EE | $1,369 | $1,271+7.7% | $1,964-30.3% | $3,607-62.0% |
| Admin fee / account holder | $1,987 | $2,124-6.4% | $3,333-40.4% | $5,124-61.2% |