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 | $12,214 | $29,660-58.8% | $56,411-78.3% | $80,856-84.9% |
| Participation rate | 15.8% | 41.6%-25.9pp | 52.5%-36.7pp | 67.6%-51.8pp |
| Annual return | 15.31% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $230 | $669-65.6% | $1,039-77.8% | $2,755-91.6% |
| Participant deferral / active EE | $589 | $1,226-51.9% | $1,952-69.8% | $4,296-86.3% |
| Admin fee / account holder | $333 | $2,428-86.3% | $2,829-88.2% | $6,918-95.2% |