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 | $25,296 | $78,672-67.8% | $109,143-76.8% | $85,850-70.5% |
| Participation rate | 47.6% | 68.3%-20.7pp | 75.9%-28.3pp | 69.3%-21.7pp |
| Annual return | 14.64% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $994 | $2,735-63.6% | $3,722-73.3% | $2,565-61.2% |
| Participant deferral / active EE | $3,194 | $3,467-7.9% | $4,653-31.4% | $3,952-19.2% |
| Admin fee / account holder | $2,247 | $5,469-58.9% | $6,752-66.7% | $6,260-64.1% |