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 | $20,534 | $72,177-71.6% | $115,037-82.2% | $59,632-65.6% |
| Participation rate | 30.8% | 72.6%-41.8pp | 81.4%-50.6pp | 68.7%-37.9pp |
| Annual return | 1.54% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,480 | $4,783-48.1% | $6,026-58.8% | $3,192-22.3% |
| Admin fee / account holder | $677 | $4,927-86.3% | $8,175-91.7% | $4,297-84.2% |