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 | $14,678 | $27,915-47.4% | $58,482-74.9% | $75,163-80.5% |
| Participation rate | 17.9% | 38.8%-21.0pp | 50.9%-33.0pp | 67.2%-49.3pp |
| Annual return | 21.15% | 44.20%-23.0pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $296 | $669-55.8% | $1,053-71.9% | $2,670-88.9% |
| Participant deferral / active EE | $979 | $1,201-18.5% | $1,924-49.1% | $4,125-76.3% |
| Admin fee / account holder | $567 | $1,726-67.1% | $2,516-77.5% | $5,651-90.0% |