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 | $18,044 | $34,308-47.4% | $74,701-75.8% | $72,985-75.3% |
| Participation rate | 19.4% | 42.4%-23.0pp | 54.5%-35.0pp | 69.5%-50.0pp |
| Annual return | 21.77% | 26.58%-4.8pp | 752.92%-731.2pp | 81.00%-59.2pp |
| Employer contribution / active EE | $251 | $692-63.6% | $1,084-76.8% | $2,440-89.7% |
| Participant deferral / active EE | $474 | $1,271-62.7% | $1,964-75.9% | $3,607-86.9% |
| Admin fee / account holder | $1,079 | $2,124-49.2% | $3,333-67.6% | $5,124-78.9% |