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 4-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 | $16,780 | $31,310-46.4% | $53,898-68.9% | $74,304-77.4% |
| Participation rate | 12.9% | 30.7%-17.7pp | 55.0%-42.0pp | 60.3%-47.4pp |
| Annual return | 21.58% | 23.16%-1.6pp | 528.60%-507.0pp | 29.43%-7.8pp |
| Employer contribution / active EE | $236 | $450-47.5% | $932-74.7% | $2,241-89.5% |
| Participant deferral / active EE | $425 | $934-54.5% | $1,826-76.7% | $3,767-88.7% |
| Admin fee / account holder | $2,289 | $2,175+5.2% | $2,491-8.1% | $2,969-22.9% |