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 | $7,696 | $29,319-73.8% | $52,425-85.3% | $82,448-90.7% |
| Participation rate | 62.6% | 46.9%+15.8pp | 55.6%+7.0pp | 68.1%-5.4pp |
| Annual return | 19.21% | 535.20%-516.0pp | 302.12%-282.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $557 | $586-5.0% | $914-39.1% | $2,551-78.2% |
| Participant deferral / active EE | $791 | $1,171-32.5% | $1,790-55.8% | $4,139-80.9% |
| Admin fee / account holder | $655 | $1,962-66.6% | $2,495-73.7% | $7,234-90.9% |