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 | $6,974 | $30,400-77.1% | $53,898-87.1% | $84,808-91.8% |
| Participation rate | 69.4% | 46.4%+22.9pp | 55.0%+14.4pp | 68.3%+1.1pp |
| Annual return | 23.02% | 500.19%-477.2pp | 528.60%-505.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $760 | $603+26.0% | $932-18.5% | $2,631-71.1% |
| Participant deferral / active EE | $1,345 | $1,199+12.2% | $1,826-26.4% | $4,212-68.1% |
| Admin fee / account holder | $624 | $1,993-68.7% | $2,491-74.9% | $7,344-91.5% |