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 | $21,565 | $27,915-22.7% | $58,482-63.1% | $75,163-71.3% |
| Participation rate | 27.2% | 38.8%-11.7pp | 50.9%-23.7pp | 67.2%-40.0pp |
| Annual return | 36.08% | 44.20%-8.1pp | 4239.32%-4203.2pp | 160.62%-124.5pp |
| Employer contribution / active EE | $1,677 | $669+150.6% | $1,053+59.2% | $2,670-37.2% |
| Participant deferral / active EE | $2,267 | $1,201+88.7% | $1,924+17.9% | $4,125-45.0% |
| Admin fee / account holder | $2,336 | $1,726+35.4% | $2,516-7.1% | $5,651-58.7% |