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 4-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 | $26,785 | $53,516-49.9% | $126,539-78.8% | $84,808-68.4% |
| Participation rate | 19.2% | 58.2%-39.0pp | 69.8%-50.6pp | 68.3%-49.1pp |
| Annual return | 17.54% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $386 | $1,535-74.8% | $3,674-89.5% | $2,631-85.3% |
| Participant deferral / active EE | $1,501 | $2,671-43.8% | $4,083-63.2% | $4,212-64.4% |
| Admin fee / account holder | $5,532 | $4,497+23.0% | $6,065-8.8% | $7,344-24.7% |