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 | $20,262 | $27,915-27.4% | $58,482-65.4% | $75,163-73.0% |
| Participation rate | 26.9% | 38.8%-11.9pp | 50.9%-23.9pp | 67.2%-40.3pp |
| Annual return | 19.49% | 44.20%-24.7pp | 4239.32%-4219.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $457 | $669-31.6% | $1,053-56.6% | $2,670-82.9% |
| Participant deferral / active EE | $2,442 | $1,201+103.3% | $1,924+26.9% | $4,125-40.8% |
| Admin fee / account holder | $973 | $1,726-43.6% | $2,516-61.3% | $5,651-82.8% |