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 | $32,117 | $55,415-42.0% | $155,509-79.3% | $74,495-56.9% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-38.9pp | 67.2%-28.0pp |
| Annual return | 16.34% | 268.50%-252.2pp | 64.67%-48.3pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $774 | $2,267-65.9% | $4,672-83.4% | $2,623-70.5% |
| Participant deferral / active EE | $1,670 | $2,836-41.1% | $5,626-70.3% | $4,346-61.6% |
| Admin fee / account holder | $8,612 | $1,738+395.4% | $15,912-45.9% | $1,942+343.5% |