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 3-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 | $21,484 | $29,667-27.6% | $56,441-61.9% | $80,874-73.4% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-57.0pp |
| Annual return | 16.74% | 35.22%-18.5pp | 1704.21%-1687.5pp | 35.62%-18.9pp |
| Employer contribution / active EE | $388 | $669-42.1% | $1,039-62.7% | $2,756-85.9% |
| Participant deferral / active EE | $785 | $1,227-36.0% | $1,953-59.8% | $4,297-81.7% |
| Admin fee / account holder | $961 | $2,429-60.4% | $2,829-66.0% | $6,935-86.1% |