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 | $10,944 | $34,308-68.1% | $74,701-85.3% | $72,985-85.0% |
| Participation rate | 36.4% | 42.4%-6.0pp | 54.5%-18.1pp | 69.5%-33.1pp |
| Annual return | 19.24% | 26.58%-7.3pp | 752.92%-733.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $395 | $692-42.9% | $1,084-63.6% | $2,440-83.8% |
| Participant deferral / active EE | $814 | $1,271-36.0% | $1,964-58.5% | $3,607-77.4% |
| Admin fee / account holder | $417 | $2,124-80.4% | $3,333-87.5% | $5,124-91.9% |