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 | $18,581 | $63,861-70.9% | $104,607-82.2% | $79,858-76.7% |
| Participation rate | 34.4% | 64.9%-30.5pp | 74.1%-39.7pp | 69.6%-35.3pp |
| Annual return | 14.00% | 21.30%-7.3pp | 340.46%-326.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $478 | $1,588-69.9% | $2,681-82.2% | $2,471-80.7% |
| Participant deferral / active EE | $1,055 | $2,693-60.8% | $3,740-71.8% | $3,740-71.8% |
| Admin fee / account holder | $2,065 | $4,185-50.7% | $6,473-68.1% | $5,306-61.1% |