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 8-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 | $23,574 | $29,660-20.5% | $56,411-58.2% | $80,856-70.8% |
| Participation rate | 32.3% | 41.6%-9.4pp | 52.5%-20.2pp | 67.6%-35.4pp |
| Annual return | 13.25% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,235 | $669+84.6% | $1,039+18.9% | $2,755-55.2% |
| Participant deferral / active EE | $1,475 | $1,226+20.3% | $1,952-24.4% | $4,296-65.7% |
| Admin fee / account holder | $1,316 | $2,428-45.8% | $2,829-53.5% | $6,918-81.0% |