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 | $10,672 | $40,256-73.5% | $57,343-81.4% | $59,632-82.1% |
| Participation rate | 37.2% | 69.2%-31.9pp | 75.1%-37.9pp | 68.7%-31.4pp |
| Annual return | 35.98% | 27.49%+8.5pp | 24.39%+11.6pp | 2041.28%-2005.3pp |
| Employer contribution / active EE | $408 | $1,922-78.8% | $2,689-84.8% | $2,203-81.5% |
| Participant deferral / active EE | $1,102 | $2,399-54.1% | $3,162-65.1% | $3,192-65.5% |
| Admin fee / account holder | $5,797 | $2,818+105.8% | $3,356+72.8% | $4,297+34.9% |