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 3-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 | $13,194 | $29,660-55.5% | $56,411-76.6% | $80,856-83.7% |
| Participation rate | 13.6% | 41.6%-28.0pp | 52.5%-38.8pp | 67.6%-54.0pp |
| Annual return | 13.05% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $339 | $669-49.3% | $1,039-67.3% | $2,755-87.7% |
| Participant deferral / active EE | $444 | $1,226-63.8% | $1,952-77.2% | $4,296-89.7% |
| Admin fee / account holder | $2,200 | $2,428-9.4% | $2,829-22.2% | $6,918-68.2% |