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 7-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 | $20,182 | $56,317-64.2% | $71,209-71.7% | $74,304-72.8% |
| Participation rate | 31.7% | 55.1%-23.4pp | 73.8%-42.0pp | 60.3%-28.6pp |
| Annual return | 34.05% | 42.83%-8.8pp | 282.51%-248.5pp | 29.43%+4.6pp |
| Employer contribution / active EE | $482 | $2,160-77.7% | $2,721-82.3% | $2,241-78.5% |
| Participant deferral / active EE | $1,106 | $2,788-60.3% | $4,175-73.5% | $3,767-70.6% |
| Admin fee / account holder | $1,833 | $2,290-19.9% | $5,349-65.7% | $2,969-38.3% |