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 | $16,324 | $29,667-45.0% | $56,441-71.1% | $80,874-79.8% |
| Participation rate | 12.5% | 41.7%-29.2pp | 52.5%-40.0pp | 67.6%-55.1pp |
| Annual return | 13.64% | 35.22%-21.6pp | 1704.21%-1690.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $281 | $669-58.0% | $1,039-72.9% | $2,756-89.8% |
| Participant deferral / active EE | $544 | $1,227-55.7% | $1,953-72.2% | $4,297-87.3% |
| Admin fee / account holder | $551 | $2,429-77.3% | $2,829-80.5% | $6,935-92.1% |