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 | $43,868 | $57,610-23.9% | $154,803-71.7% | $102,872-57.4% |
| Participation rate | 2.1% | 59.5%-57.3pp | 78.1%-75.9pp | 73.0%-70.9pp |
| Annual return | 76.31% | 30.49%+45.8pp | 58.88%+17.4pp | 19.06%+57.2pp |
| Employer contribution / active EE | $170 | $1,883-91.0% | $4,305-96.1% | $3,526-95.2% |
| Participant deferral / active EE | $479 | $2,914-83.6% | $5,540-91.4% | $5,535-91.4% |
| Admin fee / account holder | $3,813 | $368+936.6% | $14,329-73.4% | $292+1204.9% |