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 5-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 | $22,351 | $27,915-19.9% | $58,482-61.8% | $75,163-70.3% |
| Participation rate | 34.4% | 38.8%-4.5pp | 50.9%-16.5pp | 67.2%-32.8pp |
| Annual return | 20.18% | 44.20%-24.0pp | 4239.32%-4219.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $704 | $669+5.2% | $1,053-33.2% | $2,670-73.6% |
| Participant deferral / active EE | $2,249 | $1,201+87.2% | $1,924+16.9% | $4,125-45.5% |
| Admin fee / account holder | $800 | $1,726-53.6% | $2,516-68.2% | $5,651-85.8% |