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 7-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 | $15,001 | $51,638-70.9% | $68,368-78.1% | $82,448-81.8% |
| Participation rate | 56.8% | 63.6%-6.8pp | 73.8%-16.9pp | 68.1%-11.2pp |
| Annual return | 22.35% | 37.53%-15.2pp | 292.57%-270.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $302 | $2,047-85.2% | $2,649-88.6% | $2,551-88.1% |
| Participant deferral / active EE | $2,263 | $2,914-22.3% | $4,123-45.1% | $4,139-45.3% |
| Admin fee / account holder | $607 | $4,643-86.9% | $5,150-88.2% | $7,234-91.6% |