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 | $17,274 | $111,754-84.5% | $103,333-83.3% | $145,922-88.2% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 12.49% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,258 | $4,212-70.1% | $3,868-67.5% | $4,660-73.0% |
| Participant deferral / active EE | $4,717 | $5,619-16.0% | $5,057-6.7% | $6,688-29.5% |
| Admin fee / account holder | $8,711 | $9,750-10.7% | $8,355+4.3% | $13,397-35.0% |