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 6-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 | $12,228 | $39,019-68.7% | $80,716-84.9% | $85,850-85.8% |
| Participation rate | 9.7% | 41.5%-31.9pp | 54.2%-44.5pp | 69.3%-59.6pp |
| Annual return | 12.78% | 26.27%-13.5pp | 87.28%-74.5pp | 318.53%-305.8pp |
| Employer contribution / active EE | $133 | $722-81.6% | $1,160-88.5% | $2,565-94.8% |
| Participant deferral / active EE | $550 | $1,326-58.5% | $2,146-74.4% | $3,952-86.1% |
| Admin fee / account holder | $1,730 | $2,431-28.8% | $3,380-48.8% | $6,260-72.4% |