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 6-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 | $25,667 | $64,839-60.4% | $95,585-73.1% | $84,808-69.7% |
| Participation rate | 41.5% | 63.8%-22.4pp | 72.1%-30.6pp | 68.3%-26.8pp |
| Annual return | 51.55% | -670.96%+722.5pp | 38.56%+13.0pp | 40.90%+10.6pp |
| Employer contribution / active EE | $572 | $1,759-67.5% | $2,527-77.4% | $2,631-78.3% |
| Participant deferral / active EE | $1,591 | $2,965-46.3% | $4,023-60.4% | $4,212-62.2% |
| Admin fee / account holder | $1,492 | $5,964-75.0% | $6,127-75.7% | $7,344-79.7% |