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 | $10,155 | $39,019-74.0% | $80,716-87.4% | $85,850-88.2% |
| Participation rate | 39.1% | 41.5%-2.4pp | 54.2%-15.0pp | 69.3%-30.2pp |
| Annual return | 14.46% | 26.27%-11.8pp | 87.28%-72.8pp | 318.53%-304.1pp |
| Employer contribution / active EE | $310 | $722-57.0% | $1,160-73.3% | $2,565-87.9% |
| Participant deferral / active EE | $1,076 | $1,326-18.8% | $2,146-49.8% | $3,952-72.8% |
| Admin fee / account holder | $397 | $2,431-83.7% | $3,380-88.3% | $6,260-93.7% |