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 | $6,319 | $29,660-78.7% | $56,411-88.8% | $80,856-92.2% |
| Participation rate | 57.1% | 41.6%+15.5pp | 52.5%+4.7pp | 67.6%-10.5pp |
| Annual return | 24.39% | 35.23%-10.8pp | 1701.33%-1676.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $1,409 | $669+110.4% | $1,039+35.6% | $2,755-48.9% |
| Participant deferral / active EE | $1,910 | $1,226+55.8% | $1,952-2.1% | $4,296-55.5% |
| Admin fee / account holder | $741 | $2,428-69.5% | $2,829-73.8% | $6,918-89.3% |