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 | $21,648 | $55,706-61.1% | $75,886-71.5% | $72,985-70.3% |
| Participation rate | 12.5% | 61.1%-48.6pp | 69.3%-56.8pp | 69.5%-57.0pp |
| Annual return | 24.86% | 27.59%-2.7pp | 30.76%-5.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $957 | $2,634-63.7% | $3,603-73.4% | $3,607-73.5% |
| Admin fee / account holder | $339 | $3,978-91.5% | $5,418-93.7% | $5,124-93.4% |