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 6-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 | $24,391 | $29,667-17.8% | $56,441-56.8% | $80,874-69.8% |
| Participation rate | 10.9% | 41.7%-30.8pp | 52.5%-41.6pp | 67.6%-56.7pp |
| Annual return | 13.40% | 35.22%-21.8pp | 1704.21%-1690.8pp | 35.62%-22.2pp |
| Employer contribution / active EE | $201 | $669-70.0% | $1,039-80.7% | $2,756-92.7% |
| Participant deferral / active EE | $246 | $1,227-79.9% | $1,953-87.4% | $4,297-94.3% |
| Admin fee / account holder | $5,937 | $2,429+144.4% | $2,829+109.8% | $6,935-14.4% |