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 | $17,792 | $27,915-36.3% | $58,482-69.6% | $75,163-76.3% |
| Participation rate | 23.9% | 38.8%-14.9pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 24.05% | 44.20%-20.2pp | 4239.32%-4215.3pp | 160.62%-136.6pp |
| Employer contribution / active EE | $195 | $669-70.8% | $1,053-81.5% | $2,670-92.7% |
| Participant deferral / active EE | $298 | $1,201-75.2% | $1,924-84.5% | $4,125-92.8% |
| Admin fee / account holder | $455 | $1,726-73.7% | $2,516-81.9% | $5,651-92.0% |