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 5-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 | $8,955 | $31,310-71.4% | $53,898-83.4% | $74,304-87.9% |
| Participation rate | 13.7% | 30.7%-17.0pp | 55.0%-41.3pp | 60.3%-46.7pp |
| Annual return | 14.66% | 23.16%-8.5pp | 528.60%-513.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $202 | $450-55.1% | $932-78.3% | $2,241-91.0% |
| Participant deferral / active EE | $246 | $934-73.7% | $1,826-86.6% | $3,767-93.5% |
| Admin fee / account holder | $3,389 | $2,175+55.8% | $2,491+36.0% | $2,969+14.1% |