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 | $7,247 | $70,606-89.7% | $53,898-86.6% | $142,382-94.9% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 16.85% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $39 | $1,202-96.8% | $932-95.8% | $4,299-99.1% |
| Participant deferral / active EE | $1,065 | $2,364-54.9% | $1,826-41.7% | $6,507-83.6% |
| Admin fee / account holder | $1,132 | $2,852-60.3% | $2,491-54.5% | $12,624-91.0% |