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 | $17,872 | $91,190-80.4% | $178,490-90.0% | $79,858-77.6% |
| Participation rate | 65.7% | 69.2%-3.5pp | 81.9%-16.2pp | 69.6%-3.9pp |
| Annual return | 21.23% | 24.19%-3.0pp | 151.07%-129.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $776 | $3,256-76.2% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $1,837 | $3,236-43.2% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $486 | $6,751-92.8% | $13,984-96.5% | $5,306-90.8% |