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 6-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 | $10,399 | $30,400-65.8% | $53,898-80.7% | $84,808-87.7% |
| Participation rate | 54.1% | 46.4%+7.7pp | 55.0%-0.9pp | 68.3%-14.2pp |
| Annual return | 19.15% | 500.19%-481.0pp | 528.60%-509.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $466 | $603-22.7% | $932-50.0% | $2,631-82.3% |
| Participant deferral / active EE | $742 | $1,199-38.1% | $1,826-59.4% | $4,212-82.4% |
| Admin fee / account holder | $499 | $1,993-74.9% | $2,491-80.0% | $7,344-93.2% |