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 | $16,892 | $29,548-42.8% | $56,411-70.1% | $77,643-78.2% |
| Participation rate | 10.7% | 32.7%-22.0pp | 52.5%-41.8pp | 70.6%-59.9pp |
| Annual return | 13.24% | 19.01%-5.8pp | 1701.33%-1688.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $555 | $1,061-47.7% | $1,952-71.6% | $4,647-88.1% |
| Admin fee / account holder | $3,288 | $1,046+214.3% | $2,829+16.2% | $430+664.0% |