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 | $15,706 | $76,000-79.3% | $154,107-89.8% | $64,186-75.5% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | 4.09% | 30.32%-26.2pp | 735.12%-731.0pp | 7.63%-3.5pp |
| Employer contribution / active EE | $583 | $3,351-82.6% | $5,298-89.0% | $2,381-75.5% |
| Participant deferral / active EE | $1,799 | $3,175-43.3% | $5,081-64.6% | $3,470-48.1% |
| Admin fee / account holder | $2,292 | $5,596-59.0% | $13,411-82.9% | $4,888-53.1% |