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 6-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 | $17,807 | $34,934-49.0% | $56,411-68.4% | $74,495-76.1% |
| Participation rate | 13.3% | 32.8%-19.5pp | 52.5%-39.2pp | 67.2%-53.9pp |
| Annual return | 17.35% | 25.94%-8.6pp | 1701.33%-1684.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $382 | $609-37.3% | $1,039-63.2% | $2,623-85.4% |
| Participant deferral / active EE | $779 | $1,170-33.4% | $1,952-60.1% | $4,346-82.1% |
| Admin fee / account holder | $4,054 | $2,364+71.5% | $2,829+43.3% | $1,942+108.8% |