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 3-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 | $6,962 | $29,660-76.5% | $56,411-87.7% | $80,856-91.4% |
| Participation rate | 35.1% | 41.6%-6.5pp | 52.5%-17.3pp | 67.6%-32.5pp |
| Annual return | 23.86% | 35.23%-11.4pp | 1701.33%-1677.5pp | 35.59%-11.7pp |
| Employer contribution / active EE | $579 | $669-13.5% | $1,039-44.2% | $2,755-79.0% |
| Participant deferral / active EE | $759 | $1,226-38.1% | $1,952-61.1% | $4,296-82.3% |
| Admin fee / account holder | $561 | $2,428-76.9% | $2,829-80.2% | $6,918-91.9% |