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 7-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 | $35,283 | $90,503-61.0% | $78,689-55.2% | $273,961-87.1% |
| Participation rate | 47.1% | 76.5%-29.5pp | 73.6%-26.5pp | 83.0%-36.0pp |
| Annual return | 6.09% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $696 | $3,176-78.1% | $2,851-75.6% | $4,869-85.7% |
| Participant deferral / active EE | $1,102 | $3,901-71.7% | $3,517-68.7% | $5,287-79.2% |
| Admin fee / account holder | $5,447 | $5,263+3.5% | $4,510+20.8% | $10,132-46.2% |