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 | $21,831 | $29,667-26.4% | $56,441-61.3% | $80,874-73.0% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 11.44% | 35.22%-23.8pp | 1704.21%-1692.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $261 | $669-61.1% | $1,039-74.9% | $2,756-90.5% |
| Participant deferral / active EE | $595 | $1,227-51.5% | $1,953-69.5% | $4,297-86.2% |
| Admin fee / account holder | $2,654 | $2,429+9.2% | $2,829-6.2% | $6,935-61.7% |