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 | $30,511 | $36,767-17.0% | $81,478-62.6% | $62,292-51.0% |
| Participation rate | 21.1% | 54.4%-33.3pp | 68.0%-46.8pp | 69.5%-48.4pp |
| Annual return | 18.12% | 173.80%-155.7pp | 38.78%-20.7pp | 28.90%-10.8pp |
| Employer contribution / active EE | $445 | $1,128-60.5% | $2,568-82.7% | $2,042-78.2% |
| Participant deferral / active EE | $962 | $2,111-54.4% | $3,537-72.8% | $3,169-69.6% |
| Admin fee / account holder | $521 | $797-34.6% | $4,561-88.6% | $479+8.8% |