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 | $13,640 | $34,308-60.2% | $74,701-81.7% | $72,985-81.3% |
| Participation rate | 29.8% | 42.4%-12.6pp | 54.5%-24.7pp | 69.5%-39.7pp |
| Annual return | 19.85% | 26.58%-6.7pp | 752.92%-733.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $157 | $692-77.3% | $1,084-85.5% | $2,440-93.6% |
| Participant deferral / active EE | $702 | $1,271-44.8% | $1,964-64.2% | $3,607-80.5% |
| Admin fee / account holder | $371 | $2,124-82.5% | $3,333-88.9% | $5,124-92.8% |