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 | $17,354 | $29,660-41.5% | $56,411-69.2% | $80,856-78.5% |
| Participation rate | 16.1% | 41.6%-25.6pp | 52.5%-36.4pp | 67.6%-51.6pp |
| Annual return | 16.47% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $279 | $669-58.3% | $1,039-73.1% | $2,755-89.9% |
| Participant deferral / active EE | $301 | $1,226-75.4% | $1,952-84.6% | $4,296-93.0% |
| Admin fee / account holder | $465 | $2,428-80.8% | $2,829-83.5% | $6,918-93.3% |