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 | $15,231 | $29,660-48.6% | $56,411-73.0% | $80,856-81.2% |
| Participation rate | 55.8% | 41.6%+14.1pp | 52.5%+3.3pp | 67.6%-11.9pp |
| Annual return | 16.18% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,172 | $669+75.1% | $1,039+12.8% | $2,755-57.5% |
| Participant deferral / active EE | $1,881 | $1,226+53.4% | $1,952-3.6% | $4,296-56.2% |
| Admin fee / account holder | $611 | $2,428-74.8% | $2,829-78.4% | $6,918-91.2% |