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 | $23,583 | $37,426-37.0% | $77,482-69.6% | $79,858-70.5% |
| Participation rate | 12.7% | 41.5%-28.8pp | 54.2%-41.5pp | 69.6%-56.9pp |
| Annual return | 15.00% | 39.70%-24.7pp | 54.79%-39.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $232 | $637-63.5% | $986-76.5% | $2,471-90.6% |
| Participant deferral / active EE | $469 | $1,260-62.8% | $1,861-74.8% | $3,740-87.5% |
| Admin fee / account holder | $323 | $2,504-87.1% | $2,858-88.7% | $5,306-93.9% |