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 | $4,668 | $29,660-84.3% | $56,411-91.7% | $80,856-94.2% |
| Participation rate | 32.1% | 41.6%-9.5pp | 52.5%-20.3pp | 67.6%-35.5pp |
| Annual return | 13.81% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $651 | $669-2.7% | $1,039-37.3% | $2,755-76.4% |
| Participant deferral / active EE | $813 | $1,226-33.6% | $1,952-58.3% | $4,296-81.1% |
| Admin fee / account holder | $1,353 | $2,428-44.3% | $2,829-52.2% | $6,918-80.4% |