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 | $14,050 | $29,660-52.6% | $56,411-75.1% | $80,856-82.6% |
| Participation rate | 31.3% | 41.6%-10.4pp | 52.5%-21.2pp | 67.6%-36.4pp |
| Annual return | 12.67% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $613 | $669-8.4% | $1,039-40.9% | $2,755-77.7% |
| Participant deferral / active EE | $1,416 | $1,226+15.5% | $1,952-27.5% | $4,296-67.0% |
| Admin fee / account holder | $306 | $2,428-87.4% | $2,829-89.2% | $6,918-95.6% |