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 | $14,504 | $52,279-72.3% | $89,391-83.8% | $79,858-81.8% |
| Participation rate | 45.2% | 57.5%-12.4pp | 68.0%-22.8pp | 69.6%-24.5pp |
| Annual return | 25.79% | 22.16%+3.6pp | 245.62%-219.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $956 | $1,572-39.1% | $2,586-63.0% | $2,471-61.3% |
| Participant deferral / active EE | $2,806 | $2,740+2.4% | $3,890-27.9% | $3,740-25.0% |
| Admin fee / account holder | $369 | $3,356-89.0% | $4,881-92.4% | $5,306-93.0% |