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 9-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 | $19,147 | $29,660-35.4% | $56,411-66.1% | $80,856-76.3% |
| Participation rate | 23.8% | 41.6%-17.9pp | 52.5%-28.7pp | 67.6%-43.9pp |
| Annual return | 19.32% | 35.23%-15.9pp | 1701.33%-1682.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $490 | $669-26.8% | $1,039-52.8% | $2,755-82.2% |
| Participant deferral / active EE | $553 | $1,226-54.9% | $1,952-71.7% | $4,296-87.1% |
| Admin fee / account holder | $655 | $2,428-73.0% | $2,829-76.8% | $6,918-90.5% |