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 | $11,646 | $24,811-53.1% | $69,701-83.3% | $74,546-84.4% |
| Participation rate | 19.1% | 63.5%-44.4pp | 66.4%-47.3pp | 67.2%-48.1pp |
| Annual return | 16.93% | 18.53%-1.6pp | 100.32%-83.4pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $612 | $1,003-38.9% | $1,713-64.3% | $2,624-76.7% |
| Participant deferral / active EE | $845 | $1,904-55.6% | $2,887-70.7% | $4,347-80.6% |
| Admin fee / account holder | $1,544 | $1,898-18.6% | $4,717-67.3% | $1,944-20.6% |