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 | $22,356 | $30,400-26.5% | $53,898-58.5% | $84,808-73.6% |
| Participation rate | 27.5% | 46.4%-19.0pp | 55.0%-27.5pp | 68.3%-40.9pp |
| Annual return | 24.67% | 500.19%-475.5pp | 528.60%-503.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $550 | $603-8.7% | $932-41.0% | $2,631-79.1% |
| Participant deferral / active EE | $1,598 | $1,199+33.3% | $1,826-12.5% | $4,212-62.1% |
| Admin fee / account holder | $1,059 | $1,993-46.9% | $2,491-57.5% | $7,344-85.6% |