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 | $16,694 | $34,308-51.3% | $74,701-77.7% | $72,985-77.1% |
| Participation rate | 34.4% | 42.4%-8.0pp | 54.5%-20.0pp | 69.5%-35.1pp |
| Annual return | 20.87% | 26.58%-5.7pp | 752.92%-732.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $305 | $692-56.0% | $1,084-71.9% | $2,440-87.5% |
| Participant deferral / active EE | $885 | $1,271-30.4% | $1,964-54.9% | $3,607-75.5% |
| Admin fee / account holder | $751 | $2,124-64.7% | $3,333-77.5% | $5,124-85.3% |