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 | $12,692 | $56,114-77.4% | $96,139-86.8% | $85,850-85.2% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 14.80% | 42.30%-27.5pp | 191.94%-177.1pp | 318.53%-303.7pp |
| Employer contribution / active EE | $468 | $1,620-71.1% | $2,797-83.3% | $2,565-81.8% |
| Participant deferral / active EE | $1,242 | $2,859-56.6% | $4,349-71.4% | $3,952-68.6% |
| Admin fee / account holder | $815 | $3,768-78.4% | $5,537-85.3% | $6,260-87.0% |