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 | $24,327 | $61,272-60.3% | $149,673-83.7% | $71,457-66.0% |
| Participation rate | 40.6% | 62.5%-21.9pp | 78.8%-38.2pp | 67.9%-27.3pp |
| Annual return | 40.83% | 35.85%+5.0pp | 134.42%-93.6pp | 28.85%+12.0pp |
| Employer contribution / active EE | $359 | $2,378-84.9% | $4,818-92.5% | $2,588-86.1% |
| Participant deferral / active EE | $2,063 | $2,917-29.3% | $5,680-63.7% | $4,289-51.9% |
| Admin fee / account holder | $444 | $1,261-64.8% | $13,210-96.6% | $1,587-72.0% |