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 | $23,367 | $39,019-40.1% | $80,716-71.1% | $85,850-72.8% |
| Participation rate | 46.9% | 41.5%+5.4pp | 54.2%-7.3pp | 69.3%-22.4pp |
| Annual return | 14.96% | 26.27%-11.3pp | 87.28%-72.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $497 | $722-31.2% | $1,160-57.2% | $2,565-80.6% |
| Participant deferral / active EE | $1,070 | $1,326-19.3% | $2,146-50.1% | $3,952-72.9% |
| Admin fee / account holder | $5,718 | $2,431+135.2% | $3,380+69.2% | $6,260-8.7% |