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 5-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 | $14,670 | $81,248-81.9% | $155,509-90.6% | $80,856-81.9% |
| Participation rate | 34.3% | 66.2%-31.9pp | 78.2%-43.9pp | 67.6%-33.4pp |
| Annual return | 11.19% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $618 | $3,100-80.1% | $4,672-86.8% | $2,755-77.6% |
| Participant deferral / active EE | $995 | $3,452-71.2% | $5,626-82.3% | $4,296-76.8% |
| Admin fee / account holder | $5,610 | $7,997-29.9% | $15,912-64.7% | $6,918-18.9% |