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 4-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 | $15,823 | $29,660-46.6% | $56,411-71.9% | $80,856-80.4% |
| Participation rate | 31.0% | 41.6%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 13.20% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $593 | $669-11.5% | $1,039-42.9% | $2,755-78.5% |
| Participant deferral / active EE | $1,255 | $1,226+2.4% | $1,952-35.7% | $4,296-70.8% |
| Admin fee / account holder | $1,800 | $2,428-25.9% | $2,829-36.4% | $6,918-74.0% |