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 | $10,428 | $37,426-72.1% | $77,482-86.5% | $79,858-86.9% |
| Participation rate | 11.8% | 41.5%-29.7pp | 54.2%-42.4pp | 69.6%-57.9pp |
| Annual return | 17.13% | 39.70%-22.6pp | 54.79%-37.7pp | 31.71%-14.6pp |
| Employer contribution / active EE | $223 | $637-64.9% | $986-77.4% | $2,471-91.0% |
| Participant deferral / active EE | $348 | $1,260-72.4% | $1,861-81.3% | $3,740-90.7% |
| Admin fee / account holder | $652 | $2,504-74.0% | $2,858-77.2% | $5,306-87.7% |