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 7-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 | $23,537 | $54,517-56.8% | $75,972-69.0% | $74,495-68.4% |
| Participation rate | 34.2% | 60.3%-26.1pp | 69.1%-34.8pp | 67.2%-33.0pp |
| Annual return | 13.37% | 31.82%-18.5pp | 359.55%-346.2pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $513 | $1,777-71.1% | $2,685-80.9% | $2,623-80.4% |
| Participant deferral / active EE | $1,404 | $3,066-54.2% | $4,255-67.0% | $4,346-67.7% |
| Admin fee / account holder | $939 | $2,229-57.9% | $6,467-85.5% | $1,942-51.6% |