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 3-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 | $28,845 | $29,660-2.7% | $56,411-48.9% | $80,856-64.3% |
| Participation rate | 17.9% | 41.6%-23.7pp | 52.5%-34.5pp | 67.6%-49.7pp |
| Annual return | 14.02% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $321 | $669-52.1% | $1,039-69.1% | $2,755-88.4% |
| Participant deferral / active EE | $1,094 | $1,226-10.7% | $1,952-43.9% | $4,296-74.5% |
| Admin fee / account holder | $704 | $2,428-71.0% | $2,829-75.1% | $6,918-89.8% |