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 | $17,697 | $34,308-48.4% | $74,701-76.3% | $72,985-75.8% |
| Participation rate | 14.6% | 42.4%-27.8pp | 54.5%-39.9pp | 69.5%-54.9pp |
| Annual return | 25.74% | 26.58%-0.8pp | 752.92%-727.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $350 | $692-49.4% | $1,084-67.7% | $2,440-85.6% |
| Participant deferral / active EE | $793 | $1,271-37.6% | $1,964-59.6% | $3,607-78.0% |
| Admin fee / account holder | $658 | $2,124-69.0% | $3,333-80.3% | $5,124-87.2% |