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 | $23,969 | $30,400-21.2% | $53,898-55.5% | $84,808-71.7% |
| Participation rate | 26.3% | 46.4%-20.1pp | 55.0%-28.6pp | 68.3%-42.0pp |
| Annual return | 20.96% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $409 | $603-32.1% | $932-56.1% | $2,631-84.4% |
| Participant deferral / active EE | $1,365 | $1,199+13.9% | $1,826-25.3% | $4,212-67.6% |
| Admin fee / account holder | $310 | $1,993-84.5% | $2,491-87.6% | $7,344-95.8% |