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 | $14,402 | $29,548-51.3% | $56,411-74.5% | $77,643-81.5% |
| Participation rate | 12.9% | 32.7%-19.8pp | 52.5%-39.5pp | 70.6%-57.7pp |
| Annual return | 15.08% | 19.01%-3.9pp | 1701.33%-1686.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $407 | $568-28.3% | $1,039-60.8% | $2,726-85.1% |
| Participant deferral / active EE | $942 | $1,061-11.2% | $1,952-51.7% | $4,647-79.7% |
| Admin fee / account holder | $3,087 | $1,046+195.0% | $2,829+9.1% | $430+617.1% |