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 | $7,970 | $31,310-74.5% | $53,898-85.2% | $74,304-89.3% |
| Participation rate | 41.5% | 30.7%+10.8pp | 55.0%-13.5pp | 60.3%-18.8pp |
| Annual return | 18.90% | 23.16%-4.3pp | 528.60%-509.7pp | 29.43%-10.5pp |
| Employer contribution / active EE | $662 | $450+47.2% | $932-29.0% | $2,241-70.5% |
| Participant deferral / active EE | $824 | $934-11.7% | $1,826-54.9% | $3,767-78.1% |
| Admin fee / account holder | $1,125 | $2,175-48.3% | $2,491-54.8% | $2,969-62.1% |