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 | $23,516 | $77,899-69.8% | $149,673-84.3% | $75,163-68.7% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 18.87% | 31.72%-12.9pp | 134.42%-115.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $862 | $3,137-72.5% | $4,818-82.1% | $2,670-67.7% |
| Participant deferral / active EE | $1,717 | $3,411-49.7% | $5,680-69.8% | $4,125-58.4% |
| Admin fee / account holder | $344 | $5,956-94.2% | $13,210-97.4% | $5,651-93.9% |