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 | $16,381 | $39,019-58.0% | $80,716-79.7% | $85,850-80.9% |
| Participation rate | 46.8% | 41.5%+5.3pp | 54.2%-7.4pp | 69.3%-22.5pp |
| Annual return | 13.16% | 26.27%-13.1pp | 87.28%-74.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $370 | $722-48.8% | $1,160-68.1% | $2,565-85.6% |
| Participant deferral / active EE | $820 | $1,326-38.1% | $2,146-61.8% | $3,952-79.3% |
| Admin fee / account holder | $1,684 | $2,431-30.7% | $3,380-50.2% | $6,260-73.1% |