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 9-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 | $10,248 | $30,732-66.7% | $59,496-82.8% | $59,632-82.8% |
| Participation rate | 18.8% | 43.2%-24.5pp | 54.6%-35.8pp | 68.7%-49.9pp |
| Annual return | 0.75% | 4.47%-3.7pp | 182.05%-181.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $227 | $631-64.0% | $1,153-80.3% | $2,203-89.7% |
| Participant deferral / active EE | $337 | $1,183-71.5% | $1,829-81.6% | $3,192-89.4% |
| Admin fee / account holder | $543 | $2,136-74.6% | $2,232-75.7% | $4,297-87.4% |