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 | $41,573 | $83,902-50.5% | $167,512-75.2% | $84,808-51.0% |
| Participation rate | 28.2% | 66.5%-38.3pp | 77.1%-48.9pp | 68.3%-40.1pp |
| Annual return | 17.02% | 91.55%-74.5pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $749 | $2,264-66.9% | $3,882-80.7% | $2,631-71.5% |
| Participant deferral / active EE | $1,482 | $4,442-66.6% | $6,405-76.9% | $4,212-64.8% |
| Admin fee / account holder | $547 | $7,915-93.1% | $9,769-94.4% | $7,344-92.5% |