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 9-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 | $27,724 | $39,019-28.9% | $80,716-65.7% | $85,850-67.7% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.3%-29.3pp |
| Annual return | 14.96% | 26.27%-11.3pp | 87.28%-72.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $611 | $722-15.3% | $1,160-47.3% | $2,565-76.2% |
| Participant deferral / active EE | $1,271 | $1,326-4.1% | $2,146-40.8% | $3,952-67.8% |
| Admin fee / account holder | $585 | $2,431-76.0% | $3,380-82.7% | $6,260-90.7% |