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 | $24,508 | $29,660-17.4% | $56,411-56.6% | $80,856-69.7% |
| Participation rate | 25.8% | 41.6%-15.8pp | 52.5%-26.7pp | 67.6%-41.8pp |
| Annual return | 15.21% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $548 | $669-18.1% | $1,039-47.2% | $2,755-80.1% |
| Participant deferral / active EE | $1,334 | $1,226+8.8% | $1,952-31.7% | $4,296-69.0% |
| Admin fee / account holder | $1,142 | $2,428-53.0% | $2,829-59.6% | $6,918-83.5% |