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 | $24,667 | $110,502-77.7% | $80,716-69.4% | $167,490-85.3% |
| Participation rate | 45.0% | 64.0%-19.0pp | 54.2%-9.2pp | 82.1%-37.1pp |
| Annual return | 13.84% | 120.54%-106.7pp | 87.28%-73.4pp | 478.56%-464.7pp |
| Employer contribution / active EE | $974 | $1,543-36.9% | $1,160-16.1% | $4,837-79.9% |
| Participant deferral / active EE | $1,880 | $2,871-34.5% | $2,146-12.4% | $6,341-70.4% |
| Admin fee / account holder | $492 | $4,545-89.2% | $3,380-85.5% | $12,309-96.0% |