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 | $19,081 | $30,400-37.2% | $53,898-64.6% | $84,808-77.5% |
| Participation rate | 25.8% | 46.4%-20.7pp | 55.0%-29.2pp | 68.3%-42.6pp |
| Annual return | 19.86% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $522 | $603-13.3% | $932-43.9% | $2,631-80.1% |
| Participant deferral / active EE | $963 | $1,199-19.7% | $1,826-47.3% | $4,212-77.1% |
| Admin fee / account holder | $2,764 | $1,993+38.7% | $2,491+11.0% | $7,344-62.4% |