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 | $16,668 | $29,319-43.1% | $52,425-68.2% | $82,448-79.8% |
| Participation rate | 10.8% | 46.9%-36.1pp | 55.6%-44.9pp | 68.1%-57.3pp |
| Annual return | 21.03% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $186 | $586-68.2% | $914-79.6% | $2,551-92.7% |
| Participant deferral / active EE | $514 | $1,171-56.1% | $1,790-71.3% | $4,139-87.6% |
| Admin fee / account holder | $762 | $1,962-61.2% | $2,495-69.5% | $7,234-89.5% |