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 | $26,261 | $31,310-16.1% | $53,898-51.3% | $74,304-64.7% |
| Participation rate | 22.8% | 30.7%-7.9pp | 55.0%-32.2pp | 60.3%-37.5pp |
| Annual return | 15.33% | 23.16%-7.8pp | 528.60%-513.3pp | 29.43%-14.1pp |
| Employer contribution / active EE | $412 | $450-8.4% | $932-55.8% | $2,241-81.6% |
| Participant deferral / active EE | $629 | $934-32.7% | $1,826-65.6% | $3,767-83.3% |
| Admin fee / account holder | $2,354 | $2,175+8.2% | $2,491-5.5% | $2,969-20.7% |