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 | $14,367 | $54,705-73.7% | $71,209-79.8% | $84,808-83.1% |
| Participation rate | 40.9% | 64.1%-23.2pp | 73.8%-32.8pp | 68.3%-27.4pp |
| Annual return | 14.12% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $542 | $2,158-74.9% | $2,721-80.1% | $2,631-79.4% |
| Participant deferral / active EE | $998 | $3,030-67.1% | $4,175-76.1% | $4,212-76.3% |
| Admin fee / account holder | $1,276 | $4,863-73.8% | $5,349-76.1% | $7,344-82.6% |