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 | $10,103 | $30,400-66.8% | $53,898-81.3% | $84,808-88.1% |
| Participation rate | 29.6% | 46.4%-16.8pp | 55.0%-25.3pp | 68.3%-38.7pp |
| Annual return | 23.32% | 500.19%-476.9pp | 528.60%-505.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $523 | $603-13.2% | $932-43.9% | $2,631-80.1% |
| Participant deferral / active EE | $652 | $1,199-45.6% | $1,826-64.3% | $4,212-84.5% |
| Admin fee / account holder | $898 | $1,993-54.9% | $2,491-63.9% | $7,344-87.8% |