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 | $25,540 | $31,741-19.5% | $56,411-54.7% | $199,593-87.2% |
| Participation rate | 9.7% | 32.3%-22.6pp | 52.5%-42.7pp | 72.0%-62.2pp |
| Annual return | 32.03% | 14.72%+17.3pp | 1701.33%-1669.3pp | 34.25%-2.2pp |
| Employer contribution / active EE | $363 | $508-28.4% | $1,039-65.0% | $3,034-88.0% |
| Participant deferral / active EE | $657 | $1,184-44.5% | $1,952-66.3% | $5,087-87.1% |
| Admin fee / account holder | $1,300 | $426+205.0% | $2,829-54.0% | $269+383.6% |