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 | $21,210 | $29,660-28.5% | $56,411-62.4% | $80,856-73.8% |
| Participation rate | 29.3% | 41.6%-12.4pp | 52.5%-23.2pp | 67.6%-38.4pp |
| Annual return | 13.85% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,736 | $1,226+123.2% | $1,952+40.2% | $4,296-36.3% |
| Admin fee / account holder | $4,379 | $2,428+80.4% | $2,829+54.8% | $6,918-36.7% |