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 | $3,001 | $29,660-89.9% | $56,411-94.7% | $80,856-96.3% |
| Participation rate | 18.0% | 41.6%-23.7pp | 52.5%-34.5pp | 67.6%-49.7pp |
| Annual return | 12.17% | 35.23%-23.1pp | 1701.33%-1689.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $259 | $669-61.3% | $1,039-75.0% | $2,755-90.6% |
| Participant deferral / active EE | $406 | $1,226-66.9% | $1,952-79.2% | $4,296-90.5% |
| Admin fee / account holder | $2,834 | $2,428+16.7% | $2,829+0.2% | $6,918-59.0% |