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 7-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 | $7,950 | $27,915-71.5% | $58,482-86.4% | $75,163-89.4% |
| Participation rate | 41.0% | 38.8%+2.1pp | 50.9%-9.9pp | 67.2%-26.2pp |
| Annual return | 16.16% | 44.20%-28.0pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $242 | $669-63.9% | $1,053-77.0% | $2,670-90.9% |
| Participant deferral / active EE | $838 | $1,201-30.2% | $1,924-56.4% | $4,125-79.7% |
| Admin fee / account holder | $336 | $1,726-80.5% | $2,516-86.6% | $5,651-94.0% |