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 | $29,358 | $34,308-14.4% | $74,701-60.7% | $72,985-59.8% |
| Participation rate | 24.2% | 42.4%-18.2pp | 54.5%-30.3pp | 69.5%-45.3pp |
| Annual return | 18.04% | 26.58%-8.5pp | 752.92%-734.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $331 | $692-52.2% | $1,084-69.5% | $2,440-86.4% |
| Participant deferral / active EE | $792 | $1,271-37.7% | $1,964-59.7% | $3,607-78.0% |
| Admin fee / account holder | $5,506 | $2,124+159.2% | $3,333+65.2% | $5,124+7.5% |