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 | $5,651 | $158,398-96.4% | $126,539-95.5% | $142,382-96.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 11.41% | 593.76%-582.3pp | 425.95%-414.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $943 | $4,650-79.7% | $3,674-74.3% | $4,299-78.1% |
| Participant deferral / active EE | $943 | $4,767-80.2% | $4,083-76.9% | $6,507-85.5% |
| Admin fee / account holder | $2,254 | $6,918-67.4% | $6,065-62.8% | $12,624-82.1% |