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 | $8,444 | $27,915-69.8% | $58,482-85.6% | $75,163-88.8% |
| Participation rate | 43.8% | 38.8%+4.9pp | 50.9%-7.1pp | 67.2%-23.4pp |
| Annual return | 22.10% | 44.20%-22.1pp | 4239.32%-4217.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $325 | $669-51.4% | $1,053-69.1% | $2,670-87.8% |
| Participant deferral / active EE | $722 | $1,201-39.9% | $1,924-62.5% | $4,125-82.5% |
| Admin fee / account holder | $1,630 | $1,726-5.5% | $2,516-35.2% | $5,651-71.2% |