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 | $7,036 | $29,660-76.3% | $56,411-87.5% | $80,856-91.3% |
| Participation rate | 13.0% | 41.6%-28.6pp | 52.5%-39.4pp | 67.6%-54.6pp |
| Annual return | 15.96% | 35.23%-19.3pp | 1701.33%-1685.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $430 | $669-35.8% | $1,039-58.6% | $2,755-84.4% |
| Participant deferral / active EE | $897 | $1,226-26.8% | $1,952-54.0% | $4,296-79.1% |
| Admin fee / account holder | $458 | $2,428-81.1% | $2,829-83.8% | $6,918-93.4% |