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 | $14,710 | $27,915-47.3% | $58,482-74.8% | $75,163-80.4% |
| Participation rate | 46.5% | 38.8%+7.7pp | 50.9%-4.3pp | 67.2%-20.7pp |
| Annual return | 17.64% | 44.20%-26.6pp | 4239.32%-4221.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $743 | $669+11.1% | $1,053-29.4% | $2,670-72.2% |
| Participant deferral / active EE | $886 | $1,201-26.3% | $1,924-54.0% | $4,125-78.5% |
| Admin fee / account holder | $1,937 | $1,726+12.2% | $2,516-23.0% | $5,651-65.7% |