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 | $24,381 | $48,750-50.0% | $88,946-72.6% | $74,304-67.2% |
| Participation rate | 57.0% | 44.5%+12.5pp | 68.8%-11.8pp | 60.3%-3.3pp |
| Annual return | 16.24% | 25.91%-9.7pp | 57.82%-41.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $386 | $1,255-69.3% | $2,555-84.9% | $2,241-82.8% |
| Participant deferral / active EE | $2,117 | $2,423-12.6% | $4,581-53.8% | $3,767-43.8% |
| Admin fee / account holder | $1,530 | $3,756-59.3% | $8,261-81.5% | $2,969-48.5% |