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 7-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 | $7,233 | $37,426-80.7% | $77,482-90.7% | $79,858-90.9% |
| Participation rate | 12.3% | 41.5%-29.2pp | 54.2%-41.8pp | 69.6%-57.3pp |
| Annual return | 11.86% | 39.70%-27.8pp | 54.79%-42.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $273 | $637-57.1% | $986-72.3% | $2,471-88.9% |
| Participant deferral / active EE | $368 | $1,260-70.8% | $1,861-80.3% | $3,740-90.2% |
| Admin fee / account holder | $1,129 | $2,504-54.9% | $2,858-60.5% | $5,306-78.7% |