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 7-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 | $13,808 | $62,573-77.9% | $85,682-83.9% | $85,850-83.9% |
| Participation rate | 40.4% | 61.1%-20.8pp | 69.9%-29.5pp | 69.3%-29.0pp |
| Annual return | 16.62% | 23.77%-7.1pp | 21.49%-4.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $604 | $1,757-65.6% | $2,618-76.9% | $2,565-76.4% |
| Participant deferral / active EE | $1,220 | $2,802-56.5% | $3,923-68.9% | $3,952-69.1% |
| Admin fee / account holder | $442 | $4,640-90.5% | $6,873-93.6% | $6,260-92.9% |