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 | $20,155 | $73,933-72.7% | $96,683-79.2% | $75,163-73.2% |
| Participation rate | 41.7% | 66.4%-24.8pp | 74.3%-32.7pp | 67.2%-25.5pp |
| Annual return | 16.73% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,817 | $3,659-50.3% | $4,878-62.8% | $4,125-55.9% |
| Admin fee / account holder | $3,189 | $5,216-38.9% | $6,730-52.6% | $5,651-43.6% |