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 | $23,194 | $30,400-23.7% | $53,898-57.0% | $84,808-72.7% |
| Participation rate | 29.3% | 46.4%-17.1pp | 55.0%-25.7pp | 68.3%-39.0pp |
| Annual return | 16.99% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $509 | $603-15.6% | $932-45.4% | $2,631-80.7% |
| Participant deferral / active EE | $953 | $1,199-20.5% | $1,826-47.8% | $4,212-77.4% |
| Admin fee / account holder | $1,240 | $1,993-37.8% | $2,491-50.2% | $7,344-83.1% |