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 | $20,834 | $39,019-46.6% | $80,716-74.2% | $85,850-75.7% |
| Participation rate | 13.5% | 41.5%-28.0pp | 54.2%-40.7pp | 69.3%-55.8pp |
| Annual return | 12.24% | 26.27%-14.0pp | 87.28%-75.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $169 | $722-76.6% | $1,160-85.4% | $2,565-93.4% |
| Participant deferral / active EE | $354 | $1,326-73.3% | $2,146-83.5% | $3,952-91.0% |
| Admin fee / account holder | $588 | $2,431-75.8% | $3,380-82.6% | $6,260-90.6% |