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 | $24,634 | $37,426-34.2% | $77,482-68.2% | $79,858-69.2% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 18.87% | 39.70%-20.8pp | 54.79%-35.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $219 | $637-65.6% | $986-77.8% | $2,471-91.1% |
| Participant deferral / active EE | $805 | $1,260-36.1% | $1,861-56.8% | $3,740-78.5% |
| Admin fee / account holder | $355 | $2,504-85.8% | $2,858-87.6% | $5,306-93.3% |