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 | $19,566 | $30,588-36.0% | $53,898-63.7% | $85,563-77.1% |
| Participation rate | 20.4% | 26.3%-6.0pp | 55.0%-34.6pp | 66.0%-45.6pp |
| Annual return | 18.49% | 50.42%-31.9pp | 528.60%-510.1pp | 31.51%-13.0pp |
| Employer contribution / active EE | $90 | $436-79.4% | $932-90.4% | $2,654-96.6% |
| Participant deferral / active EE | $996 | $848+17.4% | $1,826-45.5% | $4,375-77.2% |
| Admin fee / account holder | $1,263 | $1,879-32.8% | $2,491-49.3% | $834+51.4% |