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 | $36,853 | $49,922-26.2% | $80,569-54.3% | $75,163-51.0% |
| Participation rate | 18.0% | 55.3%-37.3pp | 67.0%-49.0pp | 67.2%-49.2pp |
| Annual return | 24.12% | 34.69%-10.6pp | 935.43%-911.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $402 | $1,698-76.3% | $2,723-85.3% | $2,670-85.0% |
| Participant deferral / active EE | $1,304 | $2,990-56.4% | $4,447-70.7% | $4,125-68.4% |
| Admin fee / account holder | $813 | $3,577-77.3% | $5,377-84.9% | $5,651-85.6% |