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 | $13,210 | $57,281-76.9% | $86,612-84.7% | $75,163-82.4% |
| Participation rate | 40.3% | 63.2%-22.9pp | 71.7%-31.4pp | 67.2%-26.9pp |
| Annual return | 30.93% | 2670.75%-2639.8pp | 591.07%-560.1pp | 160.62%-129.7pp |
| Employer contribution / active EE | $759 | $2,314-67.2% | $3,022-74.9% | $2,670-71.6% |
| Participant deferral / active EE | $1,438 | $3,318-56.7% | $4,438-67.6% | $4,125-65.1% |
| Admin fee / account holder | $651 | $4,112-84.2% | $5,614-88.4% | $5,651-88.5% |