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 | $15,635 | $51,638-69.7% | $68,368-77.1% | $82,448-81.0% |
| Participation rate | 22.2% | 63.6%-41.4pp | 73.8%-51.5pp | 68.1%-45.8pp |
| Annual return | 22.33% | 37.53%-15.2pp | 292.57%-270.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $763 | $2,047-62.7% | $2,649-71.2% | $2,551-70.1% |
| Participant deferral / active EE | $1,447 | $2,914-50.3% | $4,123-64.9% | $4,139-65.0% |
| Admin fee / account holder | $2,798 | $4,643-39.7% | $5,150-45.7% | $7,234-61.3% |