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 8-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 | $26,208 | $58,264-55.0% | $86,612-69.7% | $71,457-63.3% |
| Participation rate | 19.5% | 65.0%-45.5pp | 71.7%-52.2pp | 67.9%-48.4pp |
| Annual return | 25.06% | 21.63%+3.4pp | 591.07%-566.0pp | 28.85%-3.8pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,095 | $3,436-39.0% | $4,438-52.8% | $4,289-51.2% |
| Admin fee / account holder | $384 | $1,057-63.6% | $5,614-93.2% | $1,587-75.8% |