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 | $108,717 | $29,660+266.5% | $56,411+92.7% | $80,856+34.5% |
| Participation rate | 11.4% | 41.6%-30.2pp | 52.5%-41.0pp | 67.6%-56.2pp |
| Annual return | 22.09% | 35.23%-13.1pp | 1701.33%-1679.2pp | 35.59%-13.5pp |
| Employer contribution / active EE | $163 | $669-75.7% | $1,039-84.4% | $2,755-94.1% |
| Participant deferral / active EE | $787 | $1,226-35.8% | $1,952-59.7% | $4,296-81.7% |
| Admin fee / account holder | $740 | $2,428-69.5% | $2,829-73.8% | $6,918-89.3% |