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 | $30,363 | $61,272-50.4% | $149,673-79.7% | $71,457-57.5% |
| Participation rate | 50.8% | 62.5%-11.7pp | 78.8%-27.9pp | 67.9%-17.1pp |
| Annual return | 18.43% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $717 | $2,378-69.9% | $4,818-85.1% | $2,588-72.3% |
| Participant deferral / active EE | $1,413 | $2,917-51.6% | $5,680-75.1% | $4,289-67.1% |
| Admin fee / account holder | $2,899 | $1,261+129.8% | $13,210-78.1% | $1,587+82.6% |