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 | $10,103 | $29,319-65.5% | $52,425-80.7% | $82,448-87.7% |
| Participation rate | 29.6% | 46.9%-17.2pp | 55.6%-26.0pp | 68.1%-38.4pp |
| Annual return | 23.32% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $523 | $586-10.8% | $914-42.8% | $2,551-79.5% |
| Participant deferral / active EE | $652 | $1,171-44.3% | $1,790-63.6% | $4,139-84.2% |
| Admin fee / account holder | $898 | $1,962-54.2% | $2,495-64.0% | $7,234-87.6% |