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 | $18,379 | $49,177-62.6% | $79,464-76.9% | $64,186-71.4% |
| Participation rate | 46.7% | 65.0%-18.4pp | 73.3%-26.7pp | 69.6%-22.9pp |
| Annual return | 8.65% | -1.16%+9.8pp | 718.14%-709.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $333 | $2,076-83.9% | $2,800-88.1% | $2,381-86.0% |
| Participant deferral / active EE | $1,005 | $2,821-64.4% | $3,704-72.9% | $3,470-71.0% |
| Admin fee / account holder | $1,334 | $3,839-65.2% | $5,113-73.9% | $4,888-72.7% |