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 | $17,543 | $37,426-53.1% | $77,482-77.4% | $79,858-78.0% |
| Participation rate | 20.6% | 41.5%-20.9pp | 54.2%-33.6pp | 69.6%-49.0pp |
| Annual return | 39.00% | 39.70%-0.7pp | 54.79%-15.8pp | 31.71%+7.3pp |
| Employer contribution / active EE | $437 | $637-31.4% | $986-55.7% | $2,471-82.3% |
| Participant deferral / active EE | $984 | $1,260-21.9% | $1,861-47.1% | $3,740-73.7% |
| Admin fee / account holder | $586 | $2,504-76.6% | $2,858-79.5% | $5,306-89.0% |