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 | $13,077 | $29,051-55.0% | $52,425-75.1% | $67,986-80.8% |
| Participation rate | 21.4% | 30.4%-9.0pp | 55.6%-34.2pp | 57.2%-35.8pp |
| Annual return | 19.64% | 24.00%-4.4pp | 302.12%-282.5pp | 31.67%-12.0pp |
| Employer contribution / active EE | $319 | $412-22.5% | $914-65.1% | $2,019-84.2% |
| Participant deferral / active EE | $455 | $873-47.9% | $1,790-74.6% | $3,358-86.5% |
| Admin fee / account holder | $526 | $2,113-75.1% | $2,495-78.9% | $3,203-83.6% |