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 | $29,630 | $39,019-24.1% | $80,716-63.3% | $85,850-65.5% |
| Participation rate | 31.3% | 41.5%-10.3pp | 54.2%-22.9pp | 69.3%-38.1pp |
| Annual return | 15.59% | 26.27%-10.7pp | 87.28%-71.7pp | 318.53%-302.9pp |
| Employer contribution / active EE | $414 | $722-42.7% | $1,160-64.3% | $2,565-83.9% |
| Participant deferral / active EE | $934 | $1,326-29.6% | $2,146-56.5% | $3,952-76.4% |
| Admin fee / account holder | $2,259 | $2,431-7.1% | $3,380-33.2% | $6,260-63.9% |