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 | $50,249 | $78,705-36.2% | $117,854-57.4% | $70,131-28.4% |
| Participation rate | 37.5% | 73.2%-35.7pp | 79.7%-42.2pp | 69.5%-32.0pp |
| Annual return | 15.96% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $852 | $2,223-61.7% | $3,786-77.5% | $2,342-63.6% |
| Participant deferral / active EE | $1,901 | $3,297-42.3% | $4,482-57.6% | $3,332-42.9% |
| Admin fee / account holder | $4,926 | $5,065-2.8% | $8,020-38.6% | $4,645+6.0% |