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 3-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 | $18,262 | $29,660-38.4% | $56,411-67.6% | $80,856-77.4% |
| Participation rate | 59.0% | 41.6%+17.3pp | 52.5%+6.5pp | 67.6%-8.7pp |
| Annual return | 13.98% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,274 | $669+90.3% | $1,039+22.7% | $2,755-53.8% |
| Participant deferral / active EE | $2,955 | $1,226+141.0% | $1,952+51.4% | $4,296-31.2% |
| Admin fee / account holder | $8,131 | $2,428+234.9% | $2,829+187.4% | $6,918+17.5% |