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 | $15,484 | $76,000-79.6% | $154,107-90.0% | $64,186-75.9% |
| Participation rate | 56.0% | 70.4%-14.5pp | 83.0%-27.1pp | 69.6%-13.6pp |
| Annual return | -2.53% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.2pp |
| Employer contribution / active EE | $741 | $3,351-77.9% | $5,298-86.0% | $2,381-68.9% |
| Participant deferral / active EE | $1,112 | $3,175-65.0% | $5,081-78.1% | $3,470-67.9% |
| Admin fee / account holder | $1,496 | $5,596-73.3% | $13,411-88.8% | $4,888-69.4% |