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 | $18,452 | $27,839-33.7% | $58,482-68.4% | $71,457-74.2% |
| Participation rate | 7.1% | 34.5%-27.5pp | 50.9%-43.8pp | 67.9%-60.8pp |
| Annual return | 18.05% | 26.81%-8.8pp | 4239.32%-4221.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $189 | $631-70.1% | $1,053-82.1% | $2,588-92.7% |
| Participant deferral / active EE | $453 | $1,206-62.5% | $1,924-76.5% | $4,289-89.4% |
| Admin fee / account holder | $1,685 | $1,641+2.7% | $2,516-33.0% | $1,587+6.2% |