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 | $6,422 | $29,660-78.3% | $56,411-88.6% | $80,856-92.1% |
| Participation rate | 35.7% | 41.6%-5.9pp | 52.5%-16.8pp | 67.6%-31.9pp |
| Annual return | 15.86% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $665 | $669-0.7% | $1,039-36.0% | $2,755-75.9% |
| Participant deferral / active EE | $820 | $1,226-33.2% | $1,952-58.0% | $4,296-80.9% |
| Admin fee / account holder | $310 | $2,428-87.2% | $2,829-89.1% | $6,918-95.5% |