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 4-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 | $21,846 | $29,660-26.3% | $56,411-61.3% | $80,856-73.0% |
| Participation rate | 15.2% | 41.6%-26.5pp | 52.5%-37.3pp | 67.6%-52.5pp |
| Annual return | 16.65% | 35.23%-18.6pp | 1701.33%-1684.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $331 | $669-50.6% | $1,039-68.2% | $2,755-88.0% |
| Participant deferral / active EE | $905 | $1,226-26.2% | $1,952-53.6% | $4,296-78.9% |
| Admin fee / account holder | $1,538 | $2,428-36.6% | $2,829-45.6% | $6,918-77.8% |