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 | $19,312 | $29,660-34.9% | $56,411-65.8% | $80,856-76.1% |
| Participation rate | 36.2% | 41.6%-5.5pp | 52.5%-16.3pp | 67.6%-31.5pp |
| Annual return | 11.93% | 35.23%-23.3pp | 1701.33%-1689.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $760 | $669+13.6% | $1,039-26.8% | $2,755-72.4% |
| Participant deferral / active EE | $913 | $1,226-25.5% | $1,952-53.2% | $4,296-78.7% |
| Admin fee / account holder | $1,587 | $2,428-34.6% | $2,829-43.9% | $6,918-77.1% |