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 | $27,809 | $30,400-8.5% | $53,898-48.4% | $84,808-67.2% |
| Participation rate | 17.5% | 46.4%-28.9pp | 55.0%-37.5pp | 68.3%-50.8pp |
| Annual return | 82.25% | 500.19%-417.9pp | 528.60%-446.4pp | 40.90%+41.4pp |
| Employer contribution / active EE | $616 | $603+2.3% | $932-33.9% | $2,631-76.6% |
| Participant deferral / active EE | $873 | $1,199-27.2% | $1,826-52.2% | $4,212-79.3% |
| Admin fee / account holder | $9,835 | $1,993+393.4% | $2,491+294.9% | $7,344+33.9% |