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 | $14,561 | $29,660-50.9% | $56,411-74.2% | $80,856-82.0% |
| Participation rate | 14.3% | 41.6%-27.4pp | 52.5%-38.2pp | 67.6%-53.4pp |
| Annual return | 17.52% | 35.23%-17.7pp | 1701.33%-1683.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $256 | $669-61.8% | $1,039-75.4% | $2,755-90.7% |
| Participant deferral / active EE | $412 | $1,226-66.4% | $1,952-78.9% | $4,296-90.4% |
| Admin fee / account holder | $421 | $2,428-82.7% | $2,829-85.1% | $6,918-93.9% |