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 | $26,373 | $55,415-52.4% | $155,509-83.0% | $74,495-64.6% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 18.47% | 268.50%-250.0pp | 64.67%-46.2pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $512 | $2,267-77.4% | $4,672-89.0% | $2,623-80.5% |
| Participant deferral / active EE | $2,045 | $2,836-27.9% | $5,626-63.7% | $4,346-53.0% |
| Admin fee / account holder | $1,213 | $1,738-30.2% | $15,912-92.4% | $1,942-37.5% |