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 | $13,015 | $57,016-77.2% | $84,966-84.7% | $80,856-83.9% |
| Participation rate | 30.3% | 56.3%-26.0pp | 67.5%-37.2pp | 67.6%-37.3pp |
| Annual return | 17.01% | 21.66%-4.6pp | 66.38%-49.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $417 | $1,798-76.8% | $2,727-84.7% | $2,755-84.9% |
| Participant deferral / active EE | $999 | $3,110-67.9% | $4,519-77.9% | $4,296-76.7% |
| Admin fee / account holder | $448 | $4,980-91.0% | $6,149-92.7% | $6,918-93.5% |