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 3-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 | $23,126 | $30,400-23.9% | $53,898-57.1% | $84,808-72.7% |
| Participation rate | 11.8% | 46.4%-34.7pp | 55.0%-43.2pp | 68.3%-56.5pp |
| Annual return | 19.66% | 500.19%-480.5pp | 528.60%-508.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $314 | $603-47.8% | $932-66.3% | $2,631-88.1% |
| Participant deferral / active EE | $578 | $1,199-51.8% | $1,826-68.4% | $4,212-86.3% |
| Admin fee / account holder | $1,554 | $1,993-22.0% | $2,491-37.6% | $7,344-78.8% |