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 | $24,137 | $104,974-77.0% | $95,585-74.7% | $142,382-83.0% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 16.02% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $309 | $2,779-88.9% | $2,527-87.8% | $4,299-92.8% |
| Participant deferral / active EE | $663 | $4,352-84.8% | $4,023-83.5% | $6,507-89.8% |
| Admin fee / account holder | $10,731 | $6,386+68.0% | $6,127+75.1% | $12,624-15.0% |