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 | $14,167 | $34,308-58.7% | $74,701-81.0% | $72,985-80.6% |
| Participation rate | 25.8% | 42.4%-16.6pp | 54.5%-28.7pp | 69.5%-43.7pp |
| Annual return | 17.74% | 26.58%-8.8pp | 752.92%-735.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $306 | $692-55.7% | $1,084-71.7% | $2,440-87.4% |
| Participant deferral / active EE | $620 | $1,271-51.3% | $1,964-68.4% | $3,607-82.8% |
| Admin fee / account holder | $786 | $2,124-63.0% | $3,333-76.4% | $5,124-84.7% |