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 | $20,856 | $29,319-28.9% | $52,425-60.2% | $82,448-74.7% |
| Participation rate | 35.9% | 46.9%-11.0pp | 55.6%-19.7pp | 68.1%-32.2pp |
| Annual return | 19.66% | 535.20%-515.5pp | 302.12%-282.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $635 | $586+8.3% | $914-30.5% | $2,551-75.1% |
| Participant deferral / active EE | $888 | $1,171-24.2% | $1,790-50.4% | $4,139-78.5% |
| Admin fee / account holder | $463 | $1,962-76.4% | $2,495-81.4% | $7,234-93.6% |