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 | $12,871 | $56,317-77.1% | $71,209-81.9% | $74,304-82.7% |
| Participation rate | 33.3% | 55.1%-21.8pp | 73.8%-40.4pp | 60.3%-27.0pp |
| Annual return | 16.34% | 42.83%-26.5pp | 282.51%-266.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $478 | $2,160-77.9% | $2,721-82.4% | $2,241-78.7% |
| Participant deferral / active EE | $552 | $2,788-80.2% | $4,175-86.8% | $3,767-85.3% |
| Admin fee / account holder | $2,980 | $2,290+30.2% | $5,349-44.3% | $2,969+0.4% |