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 | $15,934 | $29,051-45.2% | $52,425-69.6% | $67,986-76.6% |
| Participation rate | 42.3% | 30.4%+11.9pp | 55.6%-13.3pp | 57.2%-14.9pp |
| Annual return | 19.00% | 24.00%-5.0pp | 302.12%-283.1pp | 31.67%-12.7pp |
| Employer contribution / active EE | $759 | $412+84.4% | $914-16.9% | $2,019-62.4% |
| Participant deferral / active EE | $1,270 | $873+45.4% | $1,790-29.1% | $3,358-62.2% |
| Admin fee / account holder | $1,733 | $2,113-18.0% | $2,495-30.6% | $3,203-45.9% |