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 | $13,782 | $35,183-60.8% | $73,545-81.3% | $70,131-80.3% |
| Participation rate | 22.6% | 42.9%-20.4pp | 54.9%-32.4pp | 69.5%-47.0pp |
| Annual return | 18.34% | 26.90%-8.6pp | -15.16%+33.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $422 | $1,220-65.4% | $1,806-76.6% | $3,332-87.3% |
| Admin fee / account holder | $2,980 | $2,302+29.5% | $2,320+28.5% | $4,645-35.8% |