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 | $10,640 | $37,426-71.6% | $77,482-86.3% | $79,858-86.7% |
| Participation rate | 9.3% | 41.5%-32.2pp | 54.2%-44.9pp | 69.6%-60.4pp |
| Annual return | 31.34% | 39.70%-8.4pp | 54.79%-23.4pp | 31.71%-0.4pp |
| Employer contribution / active EE | $155 | $637-75.7% | $986-84.3% | $2,471-93.7% |
| Participant deferral / active EE | $1,054 | $1,260-16.4% | $1,861-43.4% | $3,740-71.8% |
| Admin fee / account holder | $640 | $2,504-74.4% | $2,858-77.6% | $5,306-87.9% |