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 | $25,022 | $58,879-57.5% | $178,490-86.0% | $73,488-66.0% |
| Participation rate | 25.9% | 66.2%-40.3pp | 81.9%-56.0pp | 70.7%-44.8pp |
| Annual return | 18.03% | 24.86%-6.8pp | 151.07%-133.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $541 | $2,236-75.8% | $5,011-89.2% | $2,270-76.2% |
| Participant deferral / active EE | $1,071 | $2,567-58.3% | $5,202-79.4% | $3,740-71.4% |
| Admin fee / account holder | $1,211 | $400+202.6% | $13,984-91.3% | $513+136.1% |