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 | $20,650 | $91,190-77.4% | $178,490-88.4% | $79,858-74.1% |
| Participation rate | 43.8% | 69.2%-25.5pp | 81.9%-38.2pp | 69.6%-25.9pp |
| Annual return | 20.55% | 24.19%-3.6pp | 151.07%-130.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $487 | $3,256-85.0% | $5,011-90.3% | $2,471-80.3% |
| Participant deferral / active EE | $2,877 | $3,236-11.1% | $5,202-44.7% | $3,740-23.1% |
| Admin fee / account holder | $594 | $6,751-91.2% | $13,984-95.7% | $5,306-88.8% |