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 5-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 | $9,425 | $27,839-66.1% | $58,482-83.9% | $71,457-86.8% |
| Participation rate | 17.1% | 34.5%-17.4pp | 50.9%-33.7pp | 67.9%-50.8pp |
| Annual return | 20.36% | 26.81%-6.4pp | 4239.32%-4219.0pp | 28.85%-8.5pp |
| Employer contribution / active EE | $287 | $631-54.5% | $1,053-72.7% | $2,588-88.9% |
| Participant deferral / active EE | $503 | $1,206-58.3% | $1,924-73.9% | $4,289-88.3% |
| Admin fee / account holder | $1,132 | $1,641-31.0% | $2,516-55.0% | $1,587-28.7% |