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 | $15,912 | $27,915-43.0% | $58,482-72.8% | $75,163-78.8% |
| Participation rate | 29.6% | 38.8%-9.2pp | 50.9%-21.2pp | 67.2%-37.6pp |
| Annual return | 16.85% | 44.20%-27.3pp | 4239.32%-4222.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $471 | $669-29.6% | $1,053-55.3% | $2,670-82.3% |
| Participant deferral / active EE | $720 | $1,201-40.1% | $1,924-62.6% | $4,125-82.5% |
| Admin fee / account holder | $1,127 | $1,726-34.7% | $2,516-55.2% | $5,651-80.1% |