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 8-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 | $37,526 | $59,101-36.5% | $77,163-51.4% | $75,163-50.1% |
| Participation rate | 27.9% | 63.9%-36.0pp | 69.6%-41.7pp | 67.2%-39.3pp |
| Annual return | 14.32% | 26.71%-12.4pp | 37.87%-23.6pp | 160.62%-146.3pp |
| Employer contribution / active EE | $529 | $1,995-73.5% | $2,535-79.1% | $2,670-80.2% |
| Participant deferral / active EE | $1,496 | $2,999-50.1% | $3,833-61.0% | $4,125-63.7% |
| Admin fee / account holder | $3,086 | $4,774-35.4% | $5,472-43.6% | $5,651-45.4% |