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 3-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 | $40,744 | $29,667+37.3% | $56,441-27.8% | $80,874-49.6% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.6%-60.0pp |
| Annual return | 11.16% | 35.22%-24.1pp | 1704.21%-1693.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,154 | $669+72.4% | $1,039+11.0% | $2,756-58.1% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,067 | $2,429-56.1% | $2,829-62.3% | $6,935-84.6% |