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 | $22,172 | $87,166-74.6% | $76,735-71.1% | $137,256-83.8% |
| Participation rate | 45.0% | 74.4%-29.4pp | 69.5%-24.5pp | 80.0%-35.0pp |
| Annual return | 13.62% | 26.50%-12.9pp | 29.77%-16.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,043 | $2,904-64.1% | $2,454-57.5% | $4,156-74.9% |
| Participant deferral / active EE | $2,072 | $4,726-56.1% | $4,088-49.3% | $6,407-67.7% |
| Admin fee / account holder | $21,062 | $8,403+150.6% | $7,189+193.0% | $12,270+71.7% |