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 | $9,510 | $27,915-65.9% | $58,482-83.7% | $75,163-87.3% |
| Participation rate | 13.8% | 38.8%-25.0pp | 50.9%-37.1pp | 67.2%-53.4pp |
| Annual return | 57.64% | 44.20%+13.4pp | 4239.32%-4181.7pp | 160.62%-103.0pp |
| Employer contribution / active EE | $274 | $669-59.0% | $1,053-73.9% | $2,670-89.7% |
| Participant deferral / active EE | $722 | $1,201-39.9% | $1,924-62.5% | $4,125-82.5% |
| Admin fee / account holder | $694 | $1,726-59.8% | $2,516-72.4% | $5,651-87.7% |