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 | $6,557 | $29,667-77.9% | $56,441-88.4% | $80,874-91.9% |
| Participation rate | 24.3% | 41.7%-17.3pp | 52.5%-28.2pp | 67.6%-43.3pp |
| Annual return | 12.57% | 35.22%-22.6pp | 1704.21%-1691.6pp | 35.62%-23.0pp |
| Employer contribution / active EE | $294 | $669-56.0% | $1,039-71.7% | $2,756-89.3% |
| Participant deferral / active EE | $396 | $1,227-67.7% | $1,953-79.7% | $4,297-90.8% |
| Admin fee / account holder | $655 | $2,429-73.0% | $2,829-76.8% | $6,935-90.6% |