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 | $20,736 | $30,400-31.8% | $53,898-61.5% | $84,808-75.5% |
| Participation rate | 50.0% | 46.4%+3.6pp | 55.0%-5.0pp | 68.3%-18.3pp |
| Annual return | 16.80% | 500.19%-483.4pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,004 | $603+66.6% | $932+7.7% | $2,631-61.8% |
| Participant deferral / active EE | $1,203 | $1,199+0.4% | $1,826-34.1% | $4,212-71.4% |
| Admin fee / account holder | $1,619 | $1,993-18.8% | $2,491-35.0% | $7,344-78.0% |