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 | $11,550 | $67,823-83.0% | $52,425-78.0% | $137,256-91.6% |
| Participation rate | 41.2% | 63.9%-22.7pp | 55.6%-14.4pp | 80.0%-38.8pp |
| Annual return | 9.87% | 219.11%-209.2pp | 302.12%-292.3pp | 220.34%-210.5pp |
| Employer contribution / active EE | $682 | $1,163-41.3% | $914-25.4% | $4,156-83.6% |
| Participant deferral / active EE | $1,529 | $2,288-33.2% | $1,790-14.6% | $6,407-76.1% |
| Admin fee / account holder | $12,145 | $2,844+327.0% | $2,495+386.8% | $12,270-1.0% |