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 | $63,430 | $64,480-1.6% | $81,382-22.1% | $80,856-21.6% |
| Participation rate | 52.2% | 63.9%-11.7pp | 69.5%-17.3pp | 67.6%-15.5pp |
| Annual return | 13.05% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $679 | $1,978-65.7% | $2,463-72.4% | $2,755-75.4% |
| Participant deferral / active EE | $1,447 | $3,094-53.2% | $3,883-62.7% | $4,296-66.3% |
| Admin fee / account holder | $453 | $5,671-92.0% | $5,768-92.1% | $6,918-93.5% |