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 | $17,932 | $55,415-67.6% | $155,509-88.5% | $74,495-75.9% |
| Participation rate | 23.2% | 61.9%-38.7pp | 78.2%-55.0pp | 67.2%-44.0pp |
| Annual return | 11.37% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $890 | $2,267-60.7% | $4,672-80.9% | $2,623-66.1% |
| Participant deferral / active EE | $1,450 | $2,836-48.9% | $5,626-74.2% | $4,346-66.6% |
| Admin fee / account holder | $6,277 | $1,738+261.1% | $15,912-60.6% | $1,942+223.3% |