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 | $25,636 | $71,050-63.9% | $93,606-72.6% | $80,856-68.3% |
| Participation rate | 27.0% | 60.4%-33.4pp | 68.7%-41.7pp | 67.6%-40.6pp |
| Annual return | 13.43% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $637 | $1,564-59.3% | $2,420-73.7% | $2,755-76.9% |
| Participant deferral / active EE | $2,015 | $4,034-50.0% | $4,411-54.3% | $4,296-53.1% |
| Admin fee / account holder | $1,449 | $6,945-79.1% | $8,285-82.5% | $6,918-79.1% |