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 | $6,762 | $58,208-88.4% | $81,812-91.7% | $80,856-91.6% |
| Participation rate | 24.2% | 63.4%-39.2pp | 72.3%-48.1pp | 67.6%-43.4pp |
| Annual return | 21.78% | 41.66%-19.9pp | 773.79%-752.0pp | 35.59%-13.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $894 | $3,281-72.7% | $4,319-79.3% | $4,296-79.2% |
| Admin fee / account holder | $807 | $4,981-83.8% | $7,386-89.1% | $6,918-88.3% |