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 | $10,113 | $32,037-68.4% | $69,182-85.4% | $62,891-83.9% |
| Participation rate | 25.0% | 43.4%-18.4pp | 55.1%-30.1pp | 69.3%-44.3pp |
| Annual return | 7.68% | 15.16%-7.5pp | -21.93%+29.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $476 | $679-29.9% | $1,206-60.5% | $2,281-79.1% |
| Participant deferral / active EE | $556 | $1,185-53.1% | $1,897-70.7% | $3,203-82.7% |
| Admin fee / account holder | $1,331 | $2,608-49.0% | $2,697-50.7% | $4,296-69.0% |