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 9-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 | $25,020 | $48,795-48.7% | $65,493-61.8% | $84,808-70.5% |
| Participation rate | 32.0% | 67.0%-35.0pp | 73.1%-41.1pp | 68.3%-36.3pp |
| Annual return | 21.41% | 20.20%+1.2pp | 982.45%-961.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $527 | $1,930-72.7% | $2,574-79.5% | $2,631-80.0% |
| Participant deferral / active EE | $966 | $2,928-67.0% | $3,961-75.6% | $4,212-77.1% |
| Admin fee / account holder | $311 | $3,877-92.0% | $5,028-93.8% | $7,344-95.8% |