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 | $20,172 | $91,190-77.9% | $178,490-88.7% | $79,858-74.7% |
| Participation rate | 45.0% | 69.2%-24.2pp | 81.9%-36.9pp | 69.6%-24.6pp |
| Annual return | 20.40% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,235 | $3,256-62.1% | $5,011-75.3% | $2,471-50.0% |
| Participant deferral / active EE | $2,495 | $3,236-22.9% | $5,202-52.0% | $3,740-33.3% |
| Admin fee / account holder | $2,554 | $6,751-62.2% | $13,984-81.7% | $5,306-51.9% |