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 | $19,154 | $62,573-69.4% | $85,682-77.6% | $85,850-77.7% |
| Participation rate | 46.7% | 61.1%-14.5pp | 69.9%-23.2pp | 69.3%-22.6pp |
| Annual return | 12.51% | 23.77%-11.3pp | 21.49%-9.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,145 | $1,757-34.8% | $2,618-56.3% | $2,565-55.4% |
| Participant deferral / active EE | $1,824 | $2,802-34.9% | $3,923-53.5% | $3,952-53.8% |
| Admin fee / account holder | $1,855 | $4,640-60.0% | $6,873-73.0% | $6,260-70.4% |