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 | $9,988 | $29,667-66.3% | $56,441-82.3% | $80,874-87.6% |
| Participation rate | 29.9% | 41.7%-11.8pp | 52.5%-22.6pp | 67.6%-37.8pp |
| Annual return | 14.46% | 35.22%-20.8pp | 1704.21%-1689.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $617 | $669-7.9% | $1,039-40.6% | $2,756-77.6% |
| Participant deferral / active EE | $936 | $1,227-23.7% | $1,953-52.1% | $4,297-78.2% |
| Admin fee / account holder | $787 | $2,429-67.6% | $2,829-72.2% | $6,935-88.7% |