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 | $21,476 | $68,547-68.7% | $120,354-82.2% | $80,856-73.4% |
| Participation rate | 35.6% | 61.6%-26.0pp | 71.9%-36.3pp | 67.6%-32.0pp |
| Annual return | 52.39% | 23.60%+28.8pp | 107.15%-54.8pp | 35.59%+16.8pp |
| Employer contribution / active EE | $691 | $2,051-66.3% | $3,463-80.0% | $2,755-74.9% |
| Participant deferral / active EE | $1,334 | $3,173-58.0% | $4,991-73.3% | $4,296-68.9% |
| Admin fee / account holder | $349 | $5,732-93.9% | $9,423-96.3% | $6,918-95.0% |