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 5-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 | $12,333 | $67,823-81.8% | $52,425-76.5% | $137,256-91.0% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 13.09% | 219.11%-206.0pp | 302.12%-289.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $82 | $1,163-93.0% | $914-91.0% | $4,156-98.0% |
| Participant deferral / active EE | $295 | $2,288-87.1% | $1,790-83.5% | $6,407-95.4% |
| Admin fee / account holder | $7,665 | $2,844+169.5% | $2,495+207.2% | $12,270-37.5% |