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 | $24,598 | $30,400-19.1% | $53,898-54.4% | $84,808-71.0% |
| Participation rate | 26.7% | 46.4%-19.8pp | 55.0%-28.3pp | 68.3%-41.6pp |
| Annual return | 24.58% | 500.19%-475.6pp | 528.60%-504.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $616 | $603+2.1% | $932-34.0% | $2,631-76.6% |
| Participant deferral / active EE | $1,083 | $1,199-9.7% | $1,826-40.7% | $4,212-74.3% |
| Admin fee / account holder | $15,583 | $1,993+681.8% | $2,491+525.6% | $7,344+112.2% |