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 | $16,928 | $30,400-44.3% | $53,898-68.6% | $84,808-80.0% |
| Participation rate | 34.2% | 46.4%-12.2pp | 55.0%-20.8pp | 68.3%-34.1pp |
| Annual return | 16.66% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $584 | $603-3.2% | $932-37.4% | $2,631-77.8% |
| Participant deferral / active EE | $1,094 | $1,199-8.7% | $1,826-40.1% | $4,212-74.0% |
| Admin fee / account holder | $2,736 | $1,993+37.2% | $2,491+9.8% | $7,344-62.7% |