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 | $29,660-77.9% | $56,411-88.4% | $80,856-91.9% |
| Participation rate | 24.3% | 41.6%-17.3pp | 52.5%-28.1pp | 67.6%-43.3pp |
| Annual return | 12.57% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $294 | $669-56.0% | $1,039-71.7% | $2,755-89.3% |
| Participant deferral / active EE | $396 | $1,226-67.7% | $1,952-79.7% | $4,296-90.8% |
| Admin fee / account holder | $655 | $2,428-73.0% | $2,829-76.8% | $6,918-90.5% |