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 | $20,820 | $39,019-46.6% | $80,716-74.2% | $85,850-75.7% |
| Participation rate | 49.4% | 41.5%+7.8pp | 54.2%-4.8pp | 69.3%-20.0pp |
| Annual return | 14.04% | 26.27%-12.2pp | 87.28%-73.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $571 | $722-21.0% | $1,160-50.8% | $2,565-77.8% |
| Participant deferral / active EE | $1,691 | $1,326+27.6% | $2,146-21.2% | $3,952-57.2% |
| Admin fee / account holder | $1,633 | $2,431-32.8% | $3,380-51.7% | $6,260-73.9% |