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 | $26,305 | $39,019-32.6% | $80,716-67.4% | $85,850-69.4% |
| Participation rate | 16.0% | 41.5%-25.5pp | 54.2%-38.2pp | 69.3%-53.3pp |
| Annual return | 20.96% | 26.27%-5.3pp | 87.28%-66.3pp | 318.53%-297.6pp |
| Employer contribution / active EE | $468 | $722-35.2% | $1,160-59.7% | $2,565-81.8% |
| Participant deferral / active EE | $1,650 | $1,326+24.5% | $2,146-23.1% | $3,952-58.2% |
| Admin fee / account holder | $1,769 | $2,431-27.2% | $3,380-47.7% | $6,260-71.7% |