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 6-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 | $22,772 | $57,541-60.4% | $95,745-76.2% | $75,163-69.7% |
| Participation rate | 48.1% | 62.5%-14.5pp | 72.3%-24.2pp | 67.2%-19.1pp |
| Annual return | 22.92% | 34.93%-12.0pp | 28.35%-5.4pp | 160.62%-137.7pp |
| Employer contribution / active EE | $727 | $1,808-59.8% | $2,835-74.4% | $2,670-72.8% |
| Participant deferral / active EE | $2,089 | $3,074-32.0% | $4,245-50.8% | $4,125-49.4% |
| Admin fee / account holder | $512 | $4,099-87.5% | $5,678-91.0% | $5,651-90.9% |