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 | $14,602 | $37,426-61.0% | $77,482-81.2% | $79,858-81.7% |
| Participation rate | 69.3% | 41.5%+27.8pp | 54.2%+15.1pp | 69.6%-0.3pp |
| Annual return | 15.82% | 39.70%-23.9pp | 54.79%-39.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $343 | $637-46.1% | $986-65.2% | $2,471-86.1% |
| Participant deferral / active EE | $685 | $1,260-45.6% | $1,861-63.2% | $3,740-81.7% |
| Admin fee / account holder | $417 | $2,504-83.3% | $2,858-85.4% | $5,306-92.1% |