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 | $40,166 | $29,319+37.0% | $52,425-23.4% | $82,448-51.3% |
| Participation rate | 25.8% | 46.9%-21.0pp | 55.6%-29.8pp | 68.1%-42.3pp |
| Annual return | 14.86% | 535.20%-520.3pp | 302.12%-287.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $362 | $1,171-69.1% | $1,790-79.8% | $4,139-91.3% |
| Admin fee / account holder | $816 | $1,962-58.4% | $2,495-67.3% | $7,234-88.7% |