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 | $35,542 | $71,050-50.0% | $93,606-62.0% | $80,856-56.0% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.6%-15.0pp |
| Annual return | 15.43% | 11.26%+4.2pp | 133.20%-117.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $739 | $1,564-52.7% | $2,420-69.4% | $2,755-73.2% |
| Participant deferral / active EE | $3,429 | $4,034-15.0% | $4,411-22.3% | $4,296-20.2% |
| Admin fee / account holder | $2,466 | $6,945-64.5% | $8,285-70.2% | $6,918-64.4% |