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 | $4,626 | $29,051-84.1% | $52,425-91.2% | $67,986-93.2% |
| Participation rate | 46.5% | 30.4%+16.1pp | 55.6%-9.1pp | 57.2%-10.7pp |
| Annual return | 19.65% | 24.00%-4.3pp | 302.12%-282.5pp | 31.67%-12.0pp |
| Employer contribution / active EE | $385 | $412-6.4% | $914-57.8% | $2,019-80.9% |
| Participant deferral / active EE | $494 | $873-43.4% | $1,790-72.4% | $3,358-85.3% |
| Admin fee / account holder | $633 | $2,113-70.0% | $2,495-74.6% | $3,203-80.2% |