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 | $25,224 | $47,479-46.9% | $62,929-59.9% | $82,448-69.4% |
| Participation rate | 35.4% | 66.9%-31.4pp | 73.1%-37.7pp | 68.1%-32.6pp |
| Annual return | 20.93% | 20.34%+0.6pp | 1063.93%-1043.0pp | 41.64%-20.7pp |
| Employer contribution / active EE | $533 | $1,885-71.7% | $2,505-78.7% | $2,551-79.1% |
| Participant deferral / active EE | $1,590 | $2,870-44.6% | $3,888-59.1% | $4,139-61.6% |
| Admin fee / account holder | $1,949 | $3,804-48.8% | $5,065-61.5% | $7,234-73.1% |