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 3-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 | $14,560 | $35,183-58.6% | $73,545-80.2% | $70,131-79.2% |
| Participation rate | 1.8% | 42.9%-41.2pp | 54.9%-53.2pp | 69.5%-67.8pp |
| Annual return | 26.63% | 26.90%-0.3pp | -15.16%+41.8pp | 73.14%-46.5pp |
| Employer contribution / active EE | $137 | $709-80.6% | $1,219-88.7% | $2,342-94.1% |
| Participant deferral / active EE | $383 | $1,220-68.6% | $1,806-78.8% | $3,332-88.5% |
| Admin fee / account holder | $776 | $2,302-66.3% | $2,320-66.6% | $4,645-83.3% |