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 | $14,974 | $32,037-53.3% | $69,182-78.4% | $62,891-76.2% |
| Participation rate | 35.3% | 43.4%-8.1pp | 55.1%-19.8pp | 69.3%-34.0pp |
| Annual return | 16.45% | 15.16%+1.3pp | -21.93%+38.4pp | 20.14%-3.7pp |
| Employer contribution / active EE | $236 | $679-65.3% | $1,206-80.5% | $2,281-89.7% |
| Participant deferral / active EE | $842 | $1,185-29.0% | $1,897-55.6% | $3,203-73.7% |
| Admin fee / account holder | $637 | $2,608-75.6% | $2,697-76.4% | $4,296-85.2% |