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 6-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 | $26,039 | $70,428-63.0% | $96,562-73.0% | $85,850-69.7% |
| Participation rate | 19.0% | 61.8%-42.8pp | 69.8%-50.8pp | 69.3%-50.3pp |
| Annual return | 22.75% | 18.59%+4.2pp | 37.78%-15.0pp | 318.53%-295.8pp |
| Employer contribution / active EE | $500 | $1,413-64.6% | $2,356-78.8% | $2,565-80.5% |
| Participant deferral / active EE | $1,918 | $2,894-33.7% | $3,849-50.2% | $3,952-51.5% |
| Admin fee / account holder | $1,571 | $4,997-68.6% | $6,181-74.6% | $6,260-74.9% |