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 5-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 | $5,774 | $29,660-80.5% | $56,411-89.8% | $80,856-92.9% |
| Participation rate | 6.4% | 41.6%-35.3pp | 52.5%-46.1pp | 67.6%-61.3pp |
| Annual return | 10.91% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $276 | $1,226-77.5% | $1,952-85.9% | $4,296-93.6% |
| Admin fee / account holder | $2,183 | $2,428-10.1% | $2,829-22.8% | $6,918-68.5% |