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 4-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 | $21,467 | $29,660-27.6% | $56,411-61.9% | $80,856-73.5% |
| Participation rate | 24.0% | 41.6%-17.6pp | 52.5%-28.5pp | 67.6%-43.6pp |
| Annual return | 27.76% | 35.23%-7.5pp | 1701.33%-1673.6pp | 35.59%-7.8pp |
| Employer contribution / active EE | $387 | $669-42.3% | $1,039-62.8% | $2,755-86.0% |
| Participant deferral / active EE | $1,299 | $1,226+6.0% | $1,952-33.4% | $4,296-69.8% |
| Admin fee / account holder | $558 | $2,428-77.0% | $2,829-80.3% | $6,918-91.9% |