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 | $13,258 | $51,175-74.1% | $70,515-81.2% | $75,163-82.4% |
| Participation rate | 42.3% | 60.9%-18.6pp | 68.3%-26.0pp | 67.2%-24.9pp |
| Annual return | 13.71% | 30.02%-16.3pp | 32.77%-19.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $653 | $1,826-64.2% | $2,973-78.0% | $2,670-75.5% |
| Participant deferral / active EE | $1,029 | $2,849-63.9% | $4,567-77.5% | $4,125-75.1% |
| Admin fee / account holder | $17,741 | $4,091+333.7% | $6,412+176.7% | $5,651+213.9% |