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 | $31,014 | $31,310-0.9% | $53,898-42.5% | $74,304-58.3% |
| Participation rate | 14.8% | 30.7%-15.9pp | 55.0%-40.2pp | 60.3%-45.6pp |
| Annual return | 14.82% | 23.16%-8.3pp | 528.60%-513.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $508 | $450+12.9% | $932-45.5% | $2,241-77.3% |
| Participant deferral / active EE | $957 | $934+2.4% | $1,826-47.6% | $3,767-74.6% |
| Admin fee / account holder | $7,114 | $2,175+227.0% | $2,491+185.6% | $2,969+139.6% |