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 | $17,722 | $27,839-36.3% | $58,482-69.7% | $71,457-75.2% |
| Participation rate | 17.9% | 34.5%-16.7pp | 50.9%-33.0pp | 67.9%-50.0pp |
| Annual return | 39.35% | 26.81%+12.5pp | 4239.32%-4200.0pp | 28.85%+10.5pp |
| Employer contribution / active EE | $282 | $631-55.2% | $1,053-73.2% | $2,588-89.1% |
| Participant deferral / active EE | $669 | $1,206-44.6% | $1,924-65.2% | $4,289-84.4% |
| Admin fee / account holder | $2,317 | $1,641+41.2% | $2,516-7.9% | $1,587+46.0% |