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 | $22,398 | $34,308-34.7% | $74,701-70.0% | $72,985-69.3% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 24.02% | 26.58%-2.6pp | 752.92%-728.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $309 | $692-55.4% | $1,084-71.5% | $2,440-87.3% |
| Participant deferral / active EE | $967 | $1,271-24.0% | $1,964-50.8% | $3,607-73.2% |
| Admin fee / account holder | $2,058 | $2,124-3.1% | $3,333-38.3% | $5,124-59.8% |