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 9-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 | $16,076 | $60,124-73.3% | $90,404-82.2% | $79,858-79.9% |
| Participation rate | 44.4% | 65.0%-20.5pp | 72.7%-28.2pp | 69.6%-25.2pp |
| Annual return | 11.62% | 71.94%-60.3pp | 1293.02%-1281.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $528 | $2,068-74.4% | $3,262-83.8% | $2,471-78.6% |
| Participant deferral / active EE | $1,239 | $2,938-57.8% | $3,963-68.7% | $3,740-66.9% |
| Admin fee / account holder | $467 | $3,976-88.2% | $5,611-91.7% | $5,306-91.2% |