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 | $29,051-42.2% | $52,425-68.0% | $67,986-75.3% |
| Participation rate | 12.9% | 30.4%-17.5pp | 55.6%-42.7pp | 57.2%-44.3pp |
| Annual return | 21.58% | 24.00%-2.4pp | 302.12%-280.5pp | 31.67%-10.1pp |
| Employer contribution / active EE | $236 | $412-42.7% | $914-74.2% | $2,019-88.3% |
| Participant deferral / active EE | $425 | $873-51.3% | $1,790-76.3% | $3,358-87.3% |
| Admin fee / account holder | $2,289 | $2,113+8.3% | $2,495-8.3% | $3,203-28.6% |