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 | $5,640 | $54,705-89.7% | $71,209-92.1% | $84,808-93.4% |
| Participation rate | 67.9% | 64.1%+3.8pp | 73.8%-5.9pp | 68.3%-0.5pp |
| Annual return | 42.72% | 35.90%+6.8pp | 282.51%-239.8pp | 40.90%+1.8pp |
| Employer contribution / active EE | $1,131 | $2,158-47.6% | $2,721-58.4% | $2,631-57.0% |
| Participant deferral / active EE | $1,350 | $3,030-55.5% | $4,175-67.7% | $4,212-67.9% |
| Admin fee / account holder | $964 | $4,863-80.2% | $5,349-82.0% | $7,344-86.9% |