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 | $9,688 | $34,934-72.3% | $56,411-82.8% | $74,495-87.0% |
| Participation rate | 22.3% | 32.8%-10.5pp | 52.5%-30.2pp | 67.2%-44.9pp |
| Annual return | 14.52% | 25.94%-11.4pp | 1701.33%-1686.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $534 | $609-12.3% | $1,039-48.6% | $2,623-79.6% |
| Participant deferral / active EE | $1,036 | $1,170-11.5% | $1,952-46.9% | $4,346-76.2% |
| Admin fee / account holder | $301 | $2,364-87.3% | $2,829-89.4% | $1,942-84.5% |