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 | $9,805 | $29,660-66.9% | $56,411-82.6% | $80,856-87.9% |
| Participation rate | 25.0% | 41.6%-16.6pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 17.67% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-17.9pp |
| Employer contribution / active EE | $919 | $669+37.3% | $1,039-11.5% | $2,755-66.6% |
| Participant deferral / active EE | $1,543 | $1,226+25.8% | $1,952-21.0% | $4,296-64.1% |
| Admin fee / account holder | $1,016 | $2,428-58.1% | $2,829-64.1% | $6,918-85.3% |