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 6-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 | $33,131 | $46,553-28.8% | $64,056-48.3% | $75,163-55.9% |
| Participation rate | 38.4% | 65.9%-27.6pp | 72.3%-33.9pp | 67.2%-28.8pp |
| Annual return | 15.49% | 26.03%-10.5pp | 33.69%-18.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,571 | $1,974-20.4% | $2,747-42.8% | $2,670-41.1% |
| Participant deferral / active EE | $2,848 | $2,837+0.4% | $3,880-26.6% | $4,125-31.0% |
| Admin fee / account holder | $2,890 | $2,952-2.1% | $3,068-5.8% | $5,651-48.9% |