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 | $22,346 | $58,208-61.6% | $81,812-72.7% | $80,856-72.4% |
| Participation rate | 33.8% | 63.4%-29.6pp | 72.3%-38.6pp | 67.6%-33.9pp |
| Annual return | 12.63% | 41.66%-29.0pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $951 | $2,340-59.4% | $2,912-67.4% | $2,755-65.5% |
| Participant deferral / active EE | $1,431 | $3,281-56.4% | $4,319-66.9% | $4,296-66.7% |
| Admin fee / account holder | $2,191 | $4,981-56.0% | $7,386-70.3% | $6,918-68.3% |