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 | $40,744 | $29,660+37.4% | $56,411-27.8% | $80,856-49.6% |
| Participation rate | 7.7% | 41.6%-34.0pp | 52.5%-44.8pp | 67.6%-59.9pp |
| Annual return | 11.16% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,154 | $669+72.4% | $1,039+11.1% | $2,755-58.1% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,067 | $2,428-56.1% | $2,829-62.3% | $6,918-84.6% |