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 | $22,392 | $47,479-52.8% | $62,929-64.4% | $82,448-72.8% |
| Participation rate | 46.8% | 66.9%-20.1pp | 73.1%-26.3pp | 68.1%-21.3pp |
| Annual return | 20.24% | 20.34%-0.1pp | 1063.93%-1043.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $990 | $1,885-47.5% | $2,505-60.5% | $2,551-61.2% |
| Participant deferral / active EE | $1,791 | $2,870-37.6% | $3,888-53.9% | $4,139-56.7% |
| Admin fee / account holder | $685 | $3,804-82.0% | $5,065-86.5% | $7,234-90.5% |