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 4-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 | $23,820 | $29,660-19.7% | $56,411-57.8% | $80,856-70.5% |
| Participation rate | 52.8% | 41.6%+11.1pp | 52.5%+0.3pp | 67.6%-14.9pp |
| Annual return | 23.85% | 35.23%-11.4pp | 1701.33%-1677.5pp | 35.59%-11.7pp |
| Employer contribution / active EE | $399 | $669-40.4% | $1,039-61.6% | $2,755-85.5% |
| Participant deferral / active EE | $1,661 | $1,226+35.5% | $1,952-14.9% | $4,296-61.3% |
| Admin fee / account holder | $2,642 | $2,428+8.8% | $2,829-6.6% | $6,918-61.8% |