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 | $13,556 | $31,310-56.7% | $53,898-74.8% | $74,304-81.8% |
| Participation rate | 13.2% | 30.7%-17.5pp | 55.0%-41.8pp | 60.3%-47.2pp |
| Annual return | 16.41% | 23.16%-6.7pp | 528.60%-512.2pp | 29.43%-13.0pp |
| Employer contribution / active EE | $257 | $450-42.8% | $932-72.4% | $2,241-88.5% |
| Participant deferral / active EE | $391 | $934-58.2% | $1,826-78.6% | $3,767-89.6% |
| Admin fee / account holder | $2,410 | $2,175+10.8% | $2,491-3.2% | $2,969-18.8% |