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 | $23,410 | $30,400-23.0% | $53,898-56.6% | $84,808-72.4% |
| Participation rate | 26.4% | 46.4%-20.1pp | 55.0%-28.6pp | 68.3%-41.9pp |
| Annual return | 22.74% | 500.19%-477.4pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $398 | $603-34.0% | $932-57.3% | $2,631-84.9% |
| Participant deferral / active EE | $779 | $1,199-35.0% | $1,826-57.4% | $4,212-81.5% |
| Admin fee / account holder | $735 | $1,993-63.1% | $2,491-70.5% | $7,344-90.0% |