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 | $10,744 | $46,553-76.9% | $64,056-83.2% | $75,163-85.7% |
| Participation rate | 39.6% | 65.9%-26.4pp | 72.3%-32.7pp | 67.2%-27.6pp |
| Annual return | 19.16% | 26.03%-6.9pp | 33.69%-14.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $376 | $1,974-81.0% | $2,747-86.3% | $2,670-85.9% |
| Participant deferral / active EE | $1,059 | $2,837-62.7% | $3,880-72.7% | $4,125-74.3% |
| Admin fee / account holder | $1,776 | $2,952-39.8% | $3,068-42.1% | $5,651-68.6% |