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 9-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 | $15,587 | $27,915-44.2% | $58,482-73.3% | $75,163-79.3% |
| Participation rate | 25.9% | 38.8%-13.0pp | 50.9%-25.0pp | 67.2%-41.3pp |
| Annual return | 17.13% | 44.20%-27.1pp | 4239.32%-4222.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $79 | $669-88.2% | $1,053-92.5% | $2,670-97.0% |
| Participant deferral / active EE | $790 | $1,201-34.2% | $1,924-58.9% | $4,125-80.8% |
| Admin fee / account holder | $864 | $1,726-49.9% | $2,516-65.6% | $5,651-84.7% |