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 | $25,569 | $30,400-15.9% | $53,898-52.6% | $84,808-69.9% |
| Participation rate | 32.3% | 46.4%-14.2pp | 55.0%-22.7pp | 68.3%-36.1pp |
| Annual return | 17.62% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $460 | $603-23.7% | $932-50.7% | $2,631-82.5% |
| Participant deferral / active EE | $1,048 | $1,199-12.6% | $1,826-42.6% | $4,212-75.1% |
| Admin fee / account holder | $1,680 | $1,993-15.7% | $2,491-32.5% | $7,344-77.1% |