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 | $17,837 | $85,202-79.1% | $172,739-89.7% | $72,985-75.6% |
| Participation rate | 50.8% | 70.1%-19.2pp | 82.6%-31.8pp | 69.5%-18.6pp |
| Annual return | 17.77% | 27.32%-9.6pp | 802.84%-785.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,272 | $3,324-61.7% | $5,143-75.3% | $2,440-47.9% |
| Participant deferral / active EE | $2,747 | $3,260-15.8% | $5,198-47.2% | $3,607-23.9% |
| Admin fee / account holder | $965 | $5,884-83.6% | $13,954-93.1% | $5,124-81.2% |