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 | $13,163 | $39,019-66.3% | $80,716-83.7% | $85,850-84.7% |
| Participation rate | 42.4% | 41.5%+0.9pp | 54.2%-11.7pp | 69.3%-26.9pp |
| Annual return | 13.42% | 26.27%-12.8pp | 87.28%-73.9pp | 318.53%-305.1pp |
| Employer contribution / active EE | $473 | $722-34.5% | $1,160-59.2% | $2,565-81.6% |
| Participant deferral / active EE | $1,426 | $1,326+7.5% | $2,146-33.6% | $3,952-63.9% |
| Admin fee / account holder | $1,068 | $2,431-56.0% | $3,380-68.4% | $6,260-82.9% |