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 | $19,203 | $30,400-36.8% | $53,898-64.4% | $84,808-77.4% |
| Participation rate | 11.1% | 46.4%-35.3pp | 55.0%-43.8pp | 68.3%-57.2pp |
| Annual return | 14.98% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $236 | $603-60.9% | $932-74.7% | $2,631-91.0% |
| Participant deferral / active EE | $566 | $1,199-52.8% | $1,826-69.0% | $4,212-86.6% |
| Admin fee / account holder | $800 | $1,993-59.9% | $2,491-67.9% | $7,344-89.1% |