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 | $24,980 | $95,416-73.8% | $185,823-86.6% | $85,850-70.9% |
| Participation rate | 49.4% | 68.8%-19.4pp | 81.7%-32.3pp | 69.3%-20.0pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $791 | $3,314-76.1% | $5,167-84.7% | $2,565-69.2% |
| Participant deferral / active EE | $1,556 | $3,423-54.5% | $5,568-72.1% | $3,952-60.6% |
| Admin fee / account holder | $2,982 | $7,213-58.7% | $16,237-81.6% | $6,260-52.4% |