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 6-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 | $25,213 | $29,660-15.0% | $56,411-55.3% | $80,856-68.8% |
| Participation rate | 21.1% | 41.6%-20.5pp | 52.5%-31.4pp | 67.6%-46.5pp |
| Annual return | 11.13% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $473 | $669-29.4% | $1,039-54.5% | $2,755-82.8% |
| Participant deferral / active EE | $979 | $1,226-20.1% | $1,952-49.8% | $4,296-77.2% |
| Admin fee / account holder | $1,733 | $2,428-28.6% | $2,829-38.7% | $6,918-74.9% |