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 | $8,436 | $37,426-77.5% | $77,482-89.1% | $79,858-89.4% |
| Participation rate | 17.7% | 41.5%-23.8pp | 54.2%-36.5pp | 69.6%-51.9pp |
| Annual return | 16.37% | 39.70%-23.3pp | 54.79%-38.4pp | 31.71%-15.3pp |
| Employer contribution / active EE | $227 | $637-64.3% | $986-76.9% | $2,471-90.8% |
| Participant deferral / active EE | $554 | $1,260-56.0% | $1,861-70.2% | $3,740-85.2% |
| Admin fee / account holder | $937 | $2,504-62.6% | $2,858-67.2% | $5,306-82.3% |