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 | $11,148 | $29,660-62.4% | $56,411-80.2% | $80,856-86.2% |
| Participation rate | 26.6% | 41.6%-15.1pp | 52.5%-25.9pp | 67.6%-41.1pp |
| Annual return | 12.54% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $414 | $669-38.2% | $1,039-60.2% | $2,755-85.0% |
| Participant deferral / active EE | $799 | $1,226-34.8% | $1,952-59.1% | $4,296-81.4% |
| Admin fee / account holder | $411 | $2,428-83.0% | $2,829-85.5% | $6,918-94.1% |