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 5-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 | $22,513 | $29,660-24.1% | $56,411-60.1% | $80,856-72.2% |
| Participation rate | 34.7% | 41.6%-7.0pp | 52.5%-17.8pp | 67.6%-32.9pp |
| Annual return | 12.67% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,367 | $669+104.2% | $1,039+31.6% | $2,755-50.4% |
| Participant deferral / active EE | $2,572 | $1,226+109.8% | $1,952+31.8% | $4,296-40.1% |
| Admin fee / account holder | $5,950 | $2,428+145.1% | $2,829+110.3% | $6,918-14.0% |