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 | $28,111 | $58,778-52.2% | $129,295-78.3% | $77,671-63.8% |
| Participation rate | 19.4% | 59.2%-39.8pp | 69.6%-50.2pp | 70.6%-51.1pp |
| Annual return | 15.95% | 24.73%-8.8pp | 9429.28%-9413.3pp | 31.21%-15.3pp |
| Employer contribution / active EE | $729 | $1,952-62.6% | $4,157-82.5% | $2,726-73.3% |
| Participant deferral / active EE | $1,060 | $3,212-67.0% | $4,169-74.6% | $4,648-77.2% |
| Admin fee / account holder | $1,751 | $589+197.1% | $7,665-77.2% | $430+306.9% |