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 | $16,778 | $66,402-74.7% | $109,895-84.7% | $85,850-80.5% |
| Participation rate | 21.3% | 63.9%-42.6pp | 74.2%-52.9pp | 69.3%-48.0pp |
| Annual return | 17.66% | 19.59%-1.9pp | 29.45%-11.8pp | 318.53%-300.9pp |
| Employer contribution / active EE | $534 | $1,687-68.4% | $2,842-81.2% | $2,565-79.2% |
| Participant deferral / active EE | $1,412 | $2,842-50.3% | $4,048-65.1% | $3,952-64.3% |
| Admin fee / account holder | $415 | $4,557-90.9% | $6,066-93.2% | $6,260-93.4% |