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 | $23,617 | $56,053-57.9% | $75,972-68.9% | $80,856-70.8% |
| Participation rate | 35.4% | 62.0%-26.6pp | 69.1%-33.6pp | 67.6%-32.2pp |
| Annual return | 14.48% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $649 | $1,874-65.4% | $2,685-75.8% | $2,755-76.4% |
| Participant deferral / active EE | $2,839 | $3,052-7.0% | $4,255-33.3% | $4,296-33.9% |
| Admin fee / account holder | $4,790 | $5,234-8.5% | $6,467-25.9% | $6,918-30.8% |