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 4-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 | $9,177 | $29,660-69.1% | $56,411-83.7% | $80,856-88.6% |
| Participation rate | 30.8% | 41.6%-10.9pp | 52.5%-21.7pp | 67.6%-36.9pp |
| Annual return | 16.06% | 35.23%-19.2pp | 1701.33%-1685.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $319 | $669-52.3% | $1,039-69.2% | $2,755-88.4% |
| Participant deferral / active EE | $1,063 | $1,226-13.3% | $1,952-45.6% | $4,296-75.3% |
| Admin fee / account holder | $728 | $2,428-70.0% | $2,829-74.3% | $6,918-89.5% |