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 7-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 | $22,303 | $29,660-24.8% | $56,411-60.5% | $80,856-72.4% |
| Participation rate | 25.5% | 41.6%-16.1pp | 52.5%-26.9pp | 67.6%-42.1pp |
| Annual return | 15.37% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $619 | $669-7.5% | $1,039-40.4% | $2,755-77.5% |
| Participant deferral / active EE | $813 | $1,226-33.7% | $1,952-58.3% | $4,296-81.1% |
| Admin fee / account holder | $966 | $2,428-60.2% | $2,829-65.9% | $6,918-86.0% |