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 | $29,051+6.8% | $52,425-40.8% | $67,986-54.4% |
| Participation rate | 14.8% | 30.4%-15.7pp | 55.6%-40.9pp | 57.2%-42.4pp |
| Annual return | 14.82% | 24.00%-9.2pp | 302.12%-287.3pp | 31.67%-16.8pp |
| Employer contribution / active EE | $508 | $412+23.3% | $914-44.4% | $2,019-74.8% |
| Participant deferral / active EE | $957 | $873+9.6% | $1,790-46.6% | $3,358-71.5% |
| Admin fee / account holder | $7,114 | $2,113+236.7% | $2,495+185.1% | $3,203+122.1% |