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 3-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 | $15,210 | $29,660-48.7% | $56,411-73.0% | $80,856-81.2% |
| Participation rate | 21.8% | 41.6%-19.9pp | 52.5%-30.7pp | 67.6%-45.8pp |
| Annual return | 11.04% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $326 | $669-51.3% | $1,039-68.6% | $2,755-88.2% |
| Participant deferral / active EE | $1,114 | $1,226-9.2% | $1,952-42.9% | $4,296-74.1% |
| Admin fee / account holder | $596 | $2,428-75.4% | $2,829-78.9% | $6,918-91.4% |