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 | $29,593 | $64,839-54.4% | $95,585-69.0% | $84,808-65.1% |
| Participation rate | 55.0% | 63.8%-8.8pp | 72.1%-17.1pp | 68.3%-13.3pp |
| Annual return | 17.86% | -670.96%+688.8pp | 38.56%-20.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $747 | $1,759-57.5% | $2,527-70.4% | $2,631-71.6% |
| Participant deferral / active EE | $1,602 | $2,965-46.0% | $4,023-60.2% | $4,212-62.0% |
| Admin fee / account holder | $1,925 | $5,964-67.7% | $6,127-68.6% | $7,344-73.8% |