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 5-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 | $9,207 | $27,915-67.0% | $58,482-84.3% | $75,163-87.8% |
| Participation rate | 28.0% | 38.8%-10.8pp | 50.9%-22.9pp | 67.2%-39.2pp |
| Annual return | 31.51% | 44.20%-12.7pp | 4239.32%-4207.8pp | 160.62%-129.1pp |
| Employer contribution / active EE | $545 | $669-18.5% | $1,053-48.2% | $2,670-79.6% |
| Participant deferral / active EE | $979 | $1,201-18.5% | $1,924-49.1% | $4,125-76.3% |
| Admin fee / account holder | $329 | $1,726-80.9% | $2,516-86.9% | $5,651-94.2% |