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 6-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 | $14,840 | $55,415-73.2% | $155,509-90.5% | $74,495-80.1% |
| Participation rate | 36.4% | 61.9%-25.5pp | 78.2%-41.8pp | 67.2%-30.8pp |
| Annual return | 11.22% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $565 | $2,267-75.1% | $4,672-87.9% | $2,623-78.4% |
| Participant deferral / active EE | $952 | $2,836-66.4% | $5,626-83.1% | $4,346-78.1% |
| Admin fee / account holder | $1,290 | $1,738-25.8% | $15,912-91.9% | $1,942-33.6% |