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 6-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 | $42,591 | $49,915-14.7% | $154,803-72.5% | $74,304-42.7% |
| Participation rate | 18.7% | 54.0%-35.3pp | 78.1%-59.4pp | 60.3%-41.7pp |
| Annual return | 16.15% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $351 | $1,611-78.2% | $4,305-91.9% | $2,241-84.3% |
| Participant deferral / active EE | $790 | $2,255-65.0% | $5,540-85.7% | $3,767-79.0% |
| Admin fee / account holder | $358 | $2,189-83.6% | $14,329-97.5% | $2,969-87.9% |