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 | $24,932 | $39,019-36.1% | $80,716-69.1% | $85,850-71.0% |
| Participation rate | 25.9% | 41.5%-15.6pp | 54.2%-28.2pp | 69.3%-43.4pp |
| Annual return | 17.43% | 26.27%-8.8pp | 87.28%-69.8pp | 318.53%-301.1pp |
| Employer contribution / active EE | $475 | $722-34.1% | $1,160-59.0% | $2,565-81.5% |
| Participant deferral / active EE | $1,013 | $1,326-23.6% | $2,146-52.8% | $3,952-74.4% |
| Admin fee / account holder | $549 | $2,431-77.4% | $3,380-83.8% | $6,260-91.2% |