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 | $19,791 | $27,915-29.1% | $58,482-66.2% | $75,163-73.7% |
| Participation rate | 29.0% | 38.8%-9.8pp | 50.9%-21.8pp | 67.2%-38.2pp |
| Annual return | 26.68% | 44.20%-17.5pp | 4239.32%-4212.6pp | 160.62%-133.9pp |
| Employer contribution / active EE | $708 | $669+5.8% | $1,053-32.8% | $2,670-73.5% |
| Participant deferral / active EE | $2,278 | $1,201+89.6% | $1,924+18.4% | $4,125-44.8% |
| Admin fee / account holder | $1,104 | $1,726-36.0% | $2,516-56.1% | $5,651-80.5% |