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 | $10,370 | $30,400-65.9% | $53,898-80.8% | $84,808-87.8% |
| Participation rate | 36.1% | 46.4%-10.3pp | 55.0%-18.8pp | 68.3%-32.2pp |
| Annual return | 22.38% | 500.19%-477.8pp | 528.60%-506.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $760 | $603+26.2% | $932-18.4% | $2,631-71.1% |
| Participant deferral / active EE | $908 | $1,199-24.3% | $1,826-50.3% | $4,212-78.4% |
| Admin fee / account holder | $411 | $1,993-79.4% | $2,491-83.5% | $7,344-94.4% |