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 | $10,221 | $81,233-87.4% | $155,567-93.4% | $80,874-87.4% |
| Participation rate | 45.7% | 66.2%-20.6pp | 78.2%-32.5pp | 67.6%-22.0pp |
| Annual return | 12.09% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,003 | $3,101-67.6% | $4,674-78.5% | $2,756-63.6% |
| Participant deferral / active EE | $1,317 | $3,452-61.9% | $5,628-76.6% | $4,297-69.4% |
| Admin fee / account holder | $434 | $7,998-94.6% | $15,916-97.3% | $6,935-93.7% |