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 | $20,471 | $73,787-72.3% | $98,716-79.3% | $82,448-75.2% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.3%-17.3pp | 68.1%-16.1pp |
| Annual return | 19.09% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $936 | $1,511-38.0% | $2,279-58.9% | $2,551-63.3% |
| Participant deferral / active EE | $1,256 | $3,081-59.2% | $4,048-69.0% | $4,139-69.7% |
| Admin fee / account holder | $1,181 | $6,500-81.8% | $8,703-86.4% | $7,234-83.7% |