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 | $21,701 | $29,660-26.8% | $56,411-61.5% | $80,856-73.2% |
| Participation rate | 26.9% | 41.6%-14.7pp | 52.5%-25.5pp | 67.6%-40.7pp |
| Annual return | 13.33% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $504 | $669-24.7% | $1,039-51.5% | $2,755-81.7% |
| Participant deferral / active EE | $1,158 | $1,226-5.6% | $1,952-40.7% | $4,296-73.1% |
| Admin fee / account holder | $1,321 | $2,428-45.6% | $2,829-53.3% | $6,918-80.9% |