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 7-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 | $16,539 | $29,660-44.2% | $56,411-70.7% | $80,856-79.5% |
| Participation rate | 23.1% | 41.6%-18.6pp | 52.5%-29.4pp | 67.6%-44.6pp |
| Annual return | 13.14% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $335 | $669-50.0% | $1,039-67.8% | $2,755-87.9% |
| Participant deferral / active EE | $619 | $1,226-49.5% | $1,952-68.3% | $4,296-85.6% |
| Admin fee / account holder | $6,029 | $2,428+148.4% | $2,829+113.1% | $6,918-12.8% |