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 | $29,660-26.4% | $56,411-61.3% | $80,856-73.0% |
| Participation rate | 25.0% | 41.6%-16.6pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 11.44% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $261 | $669-61.1% | $1,039-74.9% | $2,755-90.5% |
| Participant deferral / active EE | $595 | $1,226-51.5% | $1,952-69.5% | $4,296-86.2% |
| Admin fee / account holder | $2,654 | $2,428+9.3% | $2,829-6.2% | $6,918-61.6% |