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 | $24,934 | $30,400-18.0% | $53,898-53.7% | $84,808-70.6% |
| Participation rate | 41.0% | 46.4%-5.5pp | 55.0%-14.0pp | 68.3%-27.3pp |
| Annual return | 19.44% | 500.19%-480.7pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $929 | $603+54.1% | $932-0.4% | $2,631-64.7% |
| Participant deferral / active EE | $1,149 | $1,199-4.1% | $1,826-37.1% | $4,212-72.7% |
| Admin fee / account holder | $2,397 | $1,993+20.3% | $2,491-3.7% | $7,344-67.4% |