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 | $13,028 | $37,426-65.2% | $77,482-83.2% | $79,858-83.7% |
| Participation rate | 46.8% | 41.5%+5.3pp | 54.2%-7.4pp | 69.6%-22.9pp |
| Annual return | 12.63% | 39.70%-27.1pp | 54.79%-42.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $272 | $637-57.3% | $986-72.4% | $2,471-89.0% |
| Participant deferral / active EE | $595 | $1,260-52.8% | $1,861-68.1% | $3,740-84.1% |
| Admin fee / account holder | $448 | $2,504-82.1% | $2,858-84.3% | $5,306-91.6% |