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 | $19,475 | $58,264-66.6% | $86,612-77.5% | $71,457-72.7% |
| Participation rate | 37.5% | 65.0%-27.5pp | 71.7%-34.2pp | 67.9%-30.4pp |
| Annual return | 14.18% | 21.63%-7.4pp | 591.07%-576.9pp | 28.85%-14.7pp |
| Employer contribution / active EE | $429 | $2,574-83.3% | $3,022-85.8% | $2,588-83.4% |
| Participant deferral / active EE | $2,442 | $3,436-28.9% | $4,438-45.0% | $4,289-43.1% |
| Admin fee / account holder | $17,125 | $1,057+1520.0% | $5,614+205.0% | $1,587+978.9% |