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 5-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 | $16,983 | $25,014-32.1% | $69,647-75.6% | $80,856-79.0% |
| Participation rate | 28.4% | 64.2%-35.9pp | 66.5%-38.1pp | 67.6%-39.2pp |
| Annual return | 12.53% | 19.07%-6.5pp | 100.48%-88.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $416 | $993-58.1% | $1,712-75.7% | $2,755-84.9% |
| Participant deferral / active EE | $821 | $1,839-55.4% | $2,886-71.5% | $4,296-80.9% |
| Admin fee / account holder | $670 | $2,488-73.1% | $4,713-85.8% | $6,918-90.3% |