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 | $32,165 | $60,022-46.4% | $88,946-63.8% | $84,808-62.1% |
| Participation rate | 25.0% | 57.8%-32.8pp | 68.8%-43.8pp | 68.3%-43.3pp |
| Annual return | 15.81% | 22.43%-6.6pp | 57.82%-42.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,542 | $3,114+13.7% | $4,581-22.7% | $4,212-15.9% |
| Admin fee / account holder | $9,606 | $4,811+99.7% | $8,261+16.3% | $7,344+30.8% |