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 6-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 | $24,269 | $56,053-56.7% | $75,972-68.1% | $80,856-70.0% |
| Participation rate | 31.3% | 62.0%-30.8pp | 69.1%-37.8pp | 67.6%-36.4pp |
| Annual return | 23.94% | 20.53%+3.4pp | 359.55%-335.6pp | 35.59%-11.7pp |
| Employer contribution / active EE | $470 | $1,874-74.9% | $2,685-82.5% | $2,755-82.9% |
| Participant deferral / active EE | $1,532 | $3,052-49.8% | $4,255-64.0% | $4,296-64.3% |
| Admin fee / account holder | $2,260 | $5,234-56.8% | $6,467-65.1% | $6,918-67.3% |