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 | $59,354 | $83,902-29.3% | $167,512-64.6% | $84,808-30.0% |
| Participation rate | 38.3% | 66.5%-28.2pp | 77.1%-38.8pp | 68.3%-30.0pp |
| Annual return | 15.34% | 91.55%-76.2pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $601 | $2,264-73.5% | $3,882-84.5% | $2,631-77.2% |
| Participant deferral / active EE | $2,166 | $4,442-51.2% | $6,405-66.2% | $4,212-48.6% |
| Admin fee / account holder | $2,134 | $7,915-73.0% | $9,769-78.2% | $7,344-70.9% |