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 7-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 | $9,857 | $39,019-74.7% | $80,716-87.8% | $85,850-88.5% |
| Participation rate | 25.4% | 41.5%-16.1pp | 54.2%-28.8pp | 69.3%-43.9pp |
| Annual return | 11.52% | 26.27%-14.7pp | 87.28%-75.8pp | 318.53%-307.0pp |
| Employer contribution / active EE | $222 | $722-69.2% | $1,160-80.8% | $2,565-91.3% |
| Participant deferral / active EE | $1,372 | $1,326+3.5% | $2,146-36.1% | $3,952-65.3% |
| Admin fee / account holder | $4,308 | $2,431+77.2% | $3,380+27.5% | $6,260-31.2% |