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 6-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 | $16,054 | $31,310-48.7% | $53,898-70.2% | $74,304-78.4% |
| Participation rate | 13.0% | 30.7%-17.7pp | 55.0%-42.0pp | 60.3%-47.3pp |
| Annual return | 15.33% | 23.16%-7.8pp | 528.60%-513.3pp | 29.43%-14.1pp |
| Employer contribution / active EE | $87 | $450-80.7% | $932-90.7% | $2,241-96.1% |
| Participant deferral / active EE | $352 | $934-62.4% | $1,826-80.8% | $3,767-90.7% |
| Admin fee / account holder | $4,113 | $2,175+89.1% | $2,491+65.1% | $2,969+38.5% |