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 | $17,822 | $41,078-56.6% | $80,569-77.9% | $71,457-75.1% |
| Participation rate | 33.3% | 50.2%-16.9pp | 67.0%-33.7pp | 67.9%-34.6pp |
| Annual return | 16.84% | 38.45%-21.6pp | 935.43%-918.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $620 | $1,506-58.8% | $2,723-77.2% | $2,588-76.0% |
| Participant deferral / active EE | $1,014 | $2,699-62.4% | $4,447-77.2% | $4,289-76.3% |
| Admin fee / account holder | $736 | $1,840-60.0% | $5,377-86.3% | $1,587-53.6% |