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 | $37,673 | $41,078-8.3% | $80,569-53.2% | $71,457-47.3% |
| Participation rate | 20.0% | 50.2%-30.2pp | 67.0%-47.0pp | 67.9%-47.9pp |
| Annual return | 17.05% | 38.45%-21.4pp | 935.43%-918.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $720 | $1,506-52.2% | $2,723-73.6% | $2,588-72.2% |
| Participant deferral / active EE | $813 | $2,699-69.9% | $4,447-81.7% | $4,289-81.0% |
| Admin fee / account holder | $2,505 | $1,840+36.1% | $5,377-53.4% | $1,587+57.8% |