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 | $25,466 | $51,878-50.9% | $68,368-62.8% | $79,634-68.0% |
| Participation rate | 18.0% | 53.7%-35.7pp | 73.8%-55.8pp | 62.5%-44.5pp |
| Annual return | 15.40% | 137.43%-122.0pp | 292.57%-277.2pp | 36.46%-21.1pp |
| Employer contribution / active EE | $408 | $1,931-78.9% | $2,649-84.6% | $2,529-83.9% |
| Participant deferral / active EE | $908 | $2,577-64.8% | $4,123-78.0% | $3,835-76.3% |
| Admin fee / account holder | $3,400 | $942+260.9% | $5,150-34.0% | $1,002+239.4% |