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 | $13,985 | $27,915-49.9% | $58,482-76.1% | $75,163-81.4% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | 17.98% | 44.20%-26.2pp | 4239.32%-4221.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,226 | $1,201+85.3% | $1,924+15.7% | $4,125-46.0% |
| Admin fee / account holder | $3,065 | $1,726+77.6% | $2,516+21.8% | $5,651-45.8% |