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 | $5,824 | $67,823-91.4% | $52,425-88.9% | $137,256-95.8% |
| Participation rate | 53.8% | 63.9%-10.1pp | 55.6%-1.8pp | 80.0%-26.1pp |
| Annual return | 14.49% | 219.11%-204.6pp | 302.12%-287.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $199 | $1,163-82.9% | $914-78.3% | $4,156-95.2% |
| Participant deferral / active EE | $942 | $2,288-58.8% | $1,790-47.4% | $6,407-85.3% |
| Admin fee / account holder | $869 | $2,844-69.4% | $2,495-65.2% | $12,270-92.9% |