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 | $20,943 | $55,472-62.2% | $155,567-86.5% | $74,546-71.9% |
| Participation rate | 16.8% | 61.9%-45.1pp | 78.2%-61.4pp | 67.2%-50.4pp |
| Annual return | 12.32% | 268.72%-256.4pp | 64.74%-52.4pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $738 | $2,269-67.5% | $4,674-84.2% | $2,624-71.9% |
| Participant deferral / active EE | $1,242 | $2,838-56.2% | $5,628-77.9% | $4,347-71.4% |
| Admin fee / account holder | $3,414 | $1,743+95.9% | $15,916-78.6% | $1,944+75.6% |