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 | $25,163 | $48,230-47.8% | $67,502-62.7% | $80,856-68.9% |
| Participation rate | 29.6% | 66.4%-36.8pp | 72.9%-43.3pp | 67.6%-38.1pp |
| Annual return | 16.71% | 18.28%-1.6pp | 3512.12%-3495.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $925 | $2,020-54.2% | $2,731-66.1% | $2,755-66.4% |
| Participant deferral / active EE | $1,705 | $2,924-41.7% | $4,000-57.4% | $4,296-60.3% |
| Admin fee / account holder | $4,182 | $3,681+13.6% | $3,998+4.6% | $6,918-39.6% |