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 | $13,077 | $31,310-58.2% | $53,898-75.7% | $74,304-82.4% |
| Participation rate | 21.4% | 30.7%-9.3pp | 55.0%-33.6pp | 60.3%-39.0pp |
| Annual return | 19.64% | 23.16%-3.5pp | 528.60%-509.0pp | 29.43%-9.8pp |
| Employer contribution / active EE | $319 | $450-29.1% | $932-65.8% | $2,241-85.8% |
| Participant deferral / active EE | $455 | $934-51.3% | $1,826-75.1% | $3,767-87.9% |
| Admin fee / account holder | $526 | $2,175-75.8% | $2,491-78.9% | $2,969-82.3% |