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 | $8,248 | $37,426-78.0% | $77,482-89.4% | $79,858-89.7% |
| Participation rate | 11.1% | 41.5%-30.4pp | 54.2%-43.1pp | 69.6%-58.5pp |
| Annual return | 13.92% | 39.70%-25.8pp | 54.79%-40.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $439 | $1,260-65.2% | $1,861-76.4% | $3,740-88.3% |
| Admin fee / account holder | $591 | $2,504-76.4% | $2,858-79.3% | $5,306-88.9% |