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 4-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 | $18,489 | $29,667-37.7% | $56,441-67.2% | $80,874-77.1% |
| Participation rate | 28.6% | 41.7%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 19.14% | 35.22%-16.1pp | 1704.21%-1685.1pp | 35.62%-16.5pp |
| Employer contribution / active EE | $948 | $669+41.7% | $1,039-8.7% | $2,756-65.6% |
| Participant deferral / active EE | $1,191 | $1,227-2.9% | $1,953-39.0% | $4,297-72.3% |
| Admin fee / account holder | $770 | $2,429-68.3% | $2,829-72.8% | $6,935-88.9% |