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 | $12,677 | $49,922-74.6% | $80,569-84.3% | $75,163-83.1% |
| Participation rate | 47.6% | 55.3%-7.7pp | 67.0%-19.4pp | 67.2%-19.6pp |
| Annual return | 24.00% | 34.69%-10.7pp | 935.43%-911.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,393 | $1,698-18.0% | $2,723-48.9% | $2,670-47.8% |
| Participant deferral / active EE | $3,332 | $2,990+11.4% | $4,447-25.1% | $4,125-19.2% |
| Admin fee / account holder | $2,165 | $3,577-39.5% | $5,377-59.7% | $5,651-61.7% |