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 8-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 | $7,343 | $39,019-81.2% | $80,716-90.9% | $85,850-91.4% |
| Participation rate | 36.2% | 41.5%-5.4pp | 54.2%-18.0pp | 69.3%-33.1pp |
| Annual return | 15.75% | 26.27%-10.5pp | 87.28%-71.5pp | 318.53%-302.8pp |
| Employer contribution / active EE | $213 | $722-70.5% | $1,160-81.6% | $2,565-91.7% |
| Participant deferral / active EE | $873 | $1,326-34.1% | $2,146-59.3% | $3,952-77.9% |
| Admin fee / account holder | $1,025 | $2,431-57.8% | $3,380-69.7% | $6,260-83.6% |