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 | $29,667-46.7% | $56,441-72.0% | $80,874-80.4% |
| Participation rate | 31.0% | 41.7%-10.6pp | 52.5%-21.5pp | 67.6%-36.6pp |
| Annual return | 13.20% | 35.22%-22.0pp | 1704.21%-1691.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $593 | $669-11.5% | $1,039-43.0% | $2,756-78.5% |
| Participant deferral / active EE | $1,255 | $1,227+2.3% | $1,953-35.7% | $4,297-70.8% |
| Admin fee / account holder | $1,800 | $2,429-25.9% | $2,829-36.4% | $6,935-74.1% |