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 | $18,946 | $49,227-61.5% | $70,449-73.1% | $79,858-76.3% |
| Participation rate | 48.3% | 69.2%-20.9pp | 75.1%-26.8pp | 69.6%-21.4pp |
| Annual return | 13.58% | 30.06%-16.5pp | 109.03%-95.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $477 | $2,099-77.3% | $2,737-82.6% | $2,471-80.7% |
| Participant deferral / active EE | $995 | $2,768-64.1% | $3,709-73.2% | $3,740-73.4% |
| Admin fee / account holder | $841 | $2,878-70.8% | $3,845-78.1% | $5,306-84.2% |