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 | $7,092 | $37,426-81.0% | $77,482-90.8% | $79,858-91.1% |
| Participation rate | 20.3% | 41.5%-21.3pp | 54.2%-33.9pp | 69.6%-49.4pp |
| Annual return | 21.21% | 39.70%-18.5pp | 54.79%-33.6pp | 31.71%-10.5pp |
| Employer contribution / active EE | $203 | $637-68.1% | $986-79.4% | $2,471-91.8% |
| Participant deferral / active EE | $611 | $1,260-51.5% | $1,861-67.2% | $3,740-83.7% |
| Admin fee / account holder | $690 | $2,504-72.5% | $2,858-75.9% | $5,306-87.0% |