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 | $23,990 | $95,416-74.9% | $185,823-87.1% | $85,850-72.1% |
| Participation rate | 50.9% | 68.8%-17.9pp | 81.7%-30.8pp | 69.3%-18.4pp |
| Annual return | 15.29% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $734 | $3,314-77.8% | $5,167-85.8% | $2,565-71.4% |
| Participant deferral / active EE | $981 | $3,423-71.3% | $5,568-82.4% | $3,952-75.2% |
| Admin fee / account holder | $2,755 | $7,213-61.8% | $16,237-83.0% | $6,260-56.0% |