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 7-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 | $25,928 | $27,915-7.1% | $58,482-55.7% | $75,163-65.5% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | 16.22% | 44.20%-28.0pp | 4239.32%-4223.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $519 | $669-22.5% | $1,053-50.8% | $2,670-80.6% |
| Participant deferral / active EE | $849 | $1,201-29.3% | $1,924-55.9% | $4,125-79.4% |
| Admin fee / account holder | $4,391 | $1,726+154.5% | $2,516+74.5% | $5,651-22.3% |