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 | $70,606-82.7% | $53,898-77.3% | $142,382-91.4% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 15.76% | 619.81%-604.1pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $354 | $1,202-70.5% | $932-62.0% | $4,299-91.8% |
| Participant deferral / active EE | $503 | $2,364-78.7% | $1,826-72.5% | $6,507-92.3% |
| Admin fee / account holder | $3,898 | $2,852+36.7% | $2,491+56.5% | $12,624-69.1% |