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 | $14,562 | $29,660-50.9% | $56,411-74.2% | $80,856-82.0% |
| Participation rate | 32.3% | 41.6%-9.4pp | 52.5%-20.2pp | 67.6%-35.4pp |
| Annual return | 14.14% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $602 | $669-10.0% | $1,039-42.0% | $2,755-78.1% |
| Participant deferral / active EE | $1,024 | $1,226-16.5% | $1,952-47.5% | $4,296-76.2% |
| Admin fee / account holder | $961 | $2,428-60.4% | $2,829-66.0% | $6,918-86.1% |