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 | $10,442 | $39,019-73.2% | $80,716-87.1% | $85,850-87.8% |
| Participation rate | 56.4% | 41.5%+14.9pp | 54.2%+2.2pp | 69.3%-12.9pp |
| Annual return | 12.18% | 26.27%-14.1pp | 87.28%-75.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,009 | $722+39.7% | $1,160-13.0% | $2,565-60.7% |
| Participant deferral / active EE | $1,257 | $1,326-5.2% | $2,146-41.4% | $3,952-68.2% |
| Admin fee / account holder | $1,278 | $2,431-47.4% | $3,380-62.2% | $6,260-79.6% |