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 9-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 | $20,151 | $91,190-77.9% | $178,490-88.7% | $79,858-74.8% |
| Participation rate | 47.8% | 69.2%-21.4pp | 81.9%-34.1pp | 69.6%-21.8pp |
| Annual return | 14.02% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $452 | $3,256-86.1% | $5,011-91.0% | $2,471-81.7% |
| Participant deferral / active EE | $948 | $3,236-70.7% | $5,202-81.8% | $3,740-74.6% |
| Admin fee / account holder | $876 | $6,751-87.0% | $13,984-93.7% | $5,306-83.5% |