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 | $21,838 | $72,277-69.8% | $101,248-78.4% | $79,858-72.7% |
| Participation rate | 45.1% | 68.5%-23.4pp | 75.8%-30.8pp | 69.6%-24.6pp |
| Annual return | 69.77% | 22.30%+47.5pp | 46.47%+23.3pp | 31.71%+38.1pp |
| Employer contribution / active EE | $637 | $2,692-76.3% | $3,660-82.6% | $2,471-74.2% |
| Participant deferral / active EE | $1,497 | $3,282-54.4% | $4,370-65.8% | $3,740-60.0% |
| Admin fee / account holder | $413 | $4,400-90.6% | $5,945-93.0% | $5,306-92.2% |