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 | $17,062 | $29,660-42.5% | $56,411-69.8% | $80,856-78.9% |
| Participation rate | 25.8% | 41.6%-15.8pp | 52.5%-26.7pp | 67.6%-41.8pp |
| Annual return | 17.98% | 35.23%-17.2pp | 1701.33%-1683.4pp | 35.59%-17.6pp |
| Employer contribution / active EE | $405 | $669-39.6% | $1,039-61.0% | $2,755-85.3% |
| Participant deferral / active EE | $1,275 | $1,226+4.0% | $1,952-34.7% | $4,296-70.3% |
| Admin fee / account holder | $1,125 | $2,428-53.7% | $2,829-60.2% | $6,918-83.7% |