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 | $16,574 | $27,839-40.5% | $58,482-71.7% | $71,457-76.8% |
| Participation rate | 27.6% | 34.5%-6.9pp | 50.9%-23.2pp | 67.9%-40.3pp |
| Annual return | 20.12% | 26.81%-6.7pp | 4239.32%-4219.2pp | 28.85%-8.7pp |
| Employer contribution / active EE | $252 | $631-60.0% | $1,053-76.0% | $2,588-90.2% |
| Participant deferral / active EE | $444 | $1,206-63.2% | $1,924-76.9% | $4,289-89.6% |
| Admin fee / account holder | $1,216 | $1,641-25.9% | $2,516-51.7% | $1,587-23.4% |