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 | $15,760 | $31,310-49.7% | $53,898-70.8% | $74,304-78.8% |
| Participation rate | 11.4% | 30.7%-19.3pp | 55.0%-43.6pp | 60.3%-49.0pp |
| Annual return | 16.79% | 23.16%-6.4pp | 528.60%-511.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $215 | $450-52.1% | $932-76.9% | $2,241-90.4% |
| Participant deferral / active EE | $273 | $934-70.8% | $1,826-85.1% | $3,767-92.8% |
| Admin fee / account holder | $4,303 | $2,175+97.8% | $2,491+72.8% | $2,969+44.9% |