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 | $12,239 | $67,823-82.0% | $52,425-76.7% | $137,256-91.1% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 15.76% | 219.11%-203.3pp | 302.12%-286.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $354 | $1,163-69.5% | $914-61.2% | $4,156-91.5% |
| Participant deferral / active EE | $503 | $2,288-78.0% | $1,790-71.9% | $6,407-92.2% |
| Admin fee / account holder | $3,898 | $2,844+37.1% | $2,495+56.2% | $12,270-68.2% |