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 | $19,176 | $27,915-31.3% | $58,482-67.2% | $75,163-74.5% |
| Participation rate | 34.9% | 38.8%-3.9pp | 50.9%-15.9pp | 67.2%-32.3pp |
| Annual return | 21.11% | 44.20%-23.1pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $574 | $669-14.2% | $1,053-45.5% | $2,670-78.5% |
| Participant deferral / active EE | $1,287 | $1,201+7.1% | $1,924-33.1% | $4,125-68.8% |
| Admin fee / account holder | $1,676 | $1,726-2.9% | $2,516-33.4% | $5,651-70.3% |