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 4-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 | $23,591 | $30,400-22.4% | $53,898-56.2% | $84,808-72.2% |
| Participation rate | 39.0% | 46.4%-7.4pp | 55.0%-15.9pp | 68.3%-29.3pp |
| Annual return | 16.74% | 500.19%-483.4pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,087 | $603+80.3% | $932+16.6% | $2,631-58.7% |
| Participant deferral / active EE | $1,812 | $1,199+51.2% | $1,826-0.8% | $4,212-57.0% |
| Admin fee / account holder | $2,590 | $1,993+30.0% | $2,491+4.0% | $7,344-64.7% |