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 | $39,156 | $56,053-30.1% | $75,972-48.5% | $80,856-51.6% |
| Participation rate | 31.6% | 62.0%-30.5pp | 69.1%-37.5pp | 67.6%-36.1pp |
| Annual return | 12.65% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $818 | $1,874-56.3% | $2,685-69.5% | $2,755-70.3% |
| Participant deferral / active EE | $1,967 | $3,052-35.6% | $4,255-53.8% | $4,296-54.2% |
| Admin fee / account holder | $2,005 | $5,234-61.7% | $6,467-69.0% | $6,918-71.0% |