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 | $26,854 | $27,915-3.8% | $58,482-54.1% | $75,163-64.3% |
| Participation rate | 35.2% | 38.8%-3.6pp | 50.9%-15.6pp | 67.2%-32.0pp |
| Annual return | 29.27% | 44.20%-14.9pp | 4239.32%-4210.0pp | 160.62%-131.3pp |
| Employer contribution / active EE | $566 | $669-15.5% | $1,053-46.3% | $2,670-78.8% |
| Participant deferral / active EE | $1,162 | $1,201-3.3% | $1,924-39.6% | $4,125-71.8% |
| Admin fee / account holder | $594 | $1,726-65.6% | $2,516-76.4% | $5,651-89.5% |