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 | $20,478 | $37,426-45.3% | $77,482-73.6% | $79,858-74.4% |
| Participation rate | 16.9% | 41.5%-24.6pp | 54.2%-37.2pp | 69.6%-52.7pp |
| Annual return | 12.18% | 39.70%-27.5pp | 54.79%-42.6pp | 31.71%-19.5pp |
| Employer contribution / active EE | $254 | $637-60.0% | $986-74.2% | $2,471-89.7% |
| Participant deferral / active EE | $768 | $1,260-39.1% | $1,861-58.7% | $3,740-79.5% |
| Admin fee / account holder | $1,095 | $2,504-56.3% | $2,858-61.7% | $5,306-79.4% |