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 4-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 | $13,714 | $27,915-50.9% | $58,482-76.5% | $75,163-81.8% |
| Participation rate | 23.5% | 38.8%-15.3pp | 50.9%-27.3pp | 67.2%-43.7pp |
| Annual return | 16.82% | 44.20%-27.4pp | 4239.32%-4222.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $829 | $669+23.9% | $1,053-21.3% | $2,670-69.0% |
| Participant deferral / active EE | $1,058 | $1,201-12.0% | $1,924-45.0% | $4,125-74.4% |
| Admin fee / account holder | $1,071 | $1,726-38.0% | $2,516-57.5% | $5,651-81.1% |