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 | $16,584 | $29,660-44.1% | $56,411-70.6% | $80,856-79.5% |
| Participation rate | 60.7% | 41.6%+19.1pp | 52.5%+8.2pp | 67.6%-6.9pp |
| Annual return | 14.45% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,183 | $669+76.8% | $1,039+13.9% | $2,755-57.0% |
| Participant deferral / active EE | $1,825 | $1,226+48.9% | $1,952-6.5% | $4,296-57.5% |
| Admin fee / account holder | $2,177 | $2,428-10.3% | $2,829-23.0% | $6,918-68.5% |