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 7-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 | $27,770 | $43,133-35.6% | $89,391-68.9% | $73,488-62.2% |
| Participation rate | 17.6% | 55.0%-37.4pp | 68.0%-50.4pp | 70.7%-53.1pp |
| Annual return | 45.10% | 135.66%-90.6pp | 245.62%-200.5pp | 28.51%+16.6pp |
| Employer contribution / active EE | $508 | $1,438-64.6% | $2,586-80.3% | $2,270-77.6% |
| Participant deferral / active EE | $1,636 | $2,445-33.1% | $3,890-58.0% | $3,740-56.3% |
| Admin fee / account holder | $3,494 | $444+687.4% | $4,881-28.4% | $513+581.0% |