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 | $20,973 | $65,365-67.9% | $92,893-77.4% | $72,985-71.3% |
| Participation rate | 19.4% | 68.3%-49.0pp | 76.0%-56.7pp | 69.5%-50.1pp |
| Annual return | 27.86% | 42.10%-14.2pp | 109.41%-81.6pp | 81.00%-53.1pp |
| Employer contribution / active EE | $939 | $2,594-63.8% | $3,653-74.3% | $2,440-61.5% |
| Participant deferral / active EE | $1,660 | $3,128-46.9% | $4,236-60.8% | $3,607-54.0% |
| Admin fee / account holder | $712 | $4,251-83.2% | $5,794-87.7% | $5,124-86.1% |