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 | $33,321 | $45,343-26.5% | $150,298-77.8% | $67,986-51.0% |
| Participation rate | 36.3% | 51.9%-15.6pp | 77.8%-41.5pp | 57.2%-20.9pp |
| Annual return | 18.52% | 33.28%-14.8pp | 62.79%-44.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $769 | $1,462-47.4% | $4,154-81.5% | $2,019-61.9% |
| Participant deferral / active EE | $2,063 | $2,055+0.4% | $5,453-62.2% | $3,358-38.6% |
| Admin fee / account holder | $561 | $2,250-75.0% | $14,116-96.0% | $3,203-82.5% |