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 | $23,888 | $61,774-61.3% | $97,226-75.4% | $80,856-70.5% |
| Participation rate | 28.9% | 63.5%-34.6pp | 72.7%-43.7pp | 67.6%-38.7pp |
| Annual return | 13.43% | -557.90%+571.3pp | 75.13%-61.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $463 | $1,837-74.8% | $2,729-83.0% | $2,755-83.2% |
| Participant deferral / active EE | $2,108 | $3,029-30.4% | $4,264-50.6% | $4,296-50.9% |
| Admin fee / account holder | $819 | $5,166-84.1% | $5,654-85.5% | $6,918-88.2% |