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 | $18,714 | $56,114-66.7% | $96,139-80.5% | $85,850-78.2% |
| Participation rate | 40.4% | 56.7%-16.3pp | 68.4%-28.0pp | 69.3%-28.9pp |
| Annual return | 24.53% | 42.30%-17.8pp | 191.94%-167.4pp | 318.53%-294.0pp |
| Employer contribution / active EE | $334 | $1,620-79.4% | $2,797-88.1% | $2,565-87.0% |
| Participant deferral / active EE | $2,383 | $2,859-16.6% | $4,349-45.2% | $3,952-39.7% |
| Admin fee / account holder | $1,922 | $3,768-49.0% | $5,537-65.3% | $6,260-69.3% |