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 | $18,358 | $29,660-38.1% | $56,411-67.5% | $80,856-77.3% |
| Participation rate | 14.5% | 41.6%-27.1pp | 52.5%-38.0pp | 67.6%-53.1pp |
| Annual return | 13.11% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $367 | $669-45.2% | $1,039-64.7% | $2,755-86.7% |
| Participant deferral / active EE | $884 | $1,226-27.9% | $1,952-54.7% | $4,296-79.4% |
| Admin fee / account holder | $2,466 | $2,428+1.6% | $2,829-12.8% | $6,918-64.4% |