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 | $23,759 | $29,660-19.9% | $56,411-57.9% | $80,856-70.6% |
| Participation rate | 21.1% | 41.6%-20.6pp | 52.5%-31.4pp | 67.6%-46.6pp |
| Annual return | 16.99% | 35.23%-18.2pp | 1701.33%-1684.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $196 | $669-70.7% | $1,039-81.1% | $2,755-92.9% |
| Participant deferral / active EE | $283 | $1,226-76.9% | $1,952-85.5% | $4,296-93.4% |
| Admin fee / account holder | $635 | $2,428-73.8% | $2,829-77.5% | $6,918-90.8% |