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 | $16,626 | $58,208-71.4% | $81,812-79.7% | $80,856-79.4% |
| Participation rate | 3.8% | 63.4%-59.6pp | 72.3%-68.5pp | 67.6%-63.8pp |
| Annual return | 11.92% | 41.66%-29.7pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $781 | $3,281-76.2% | $4,319-81.9% | $4,296-81.8% |
| Admin fee / account holder | $2,145 | $4,981-56.9% | $7,386-71.0% | $6,918-69.0% |