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 | $25,966 | $91,190-71.5% | $178,490-85.5% | $79,858-67.5% |
| Participation rate | 44.8% | 69.2%-24.4pp | 81.9%-37.1pp | 69.6%-24.8pp |
| Annual return | 12.74% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $542 | $3,256-83.3% | $5,011-89.2% | $2,471-78.1% |
| Participant deferral / active EE | $931 | $3,236-71.2% | $5,202-82.1% | $3,740-75.1% |
| Admin fee / account holder | $3,520 | $6,751-47.9% | $13,984-74.8% | $5,306-33.7% |