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 | $39,962 | $77,899-48.7% | $149,673-73.3% | $75,163-46.8% |
| Participation rate | 38.4% | 65.6%-27.2pp | 78.8%-40.4pp | 67.2%-28.8pp |
| Annual return | 15.07% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $641 | $3,137-79.6% | $4,818-86.7% | $2,670-76.0% |
| Participant deferral / active EE | $2,503 | $3,411-26.6% | $5,680-55.9% | $4,125-39.3% |
| Admin fee / account holder | $11,946 | $5,956+100.6% | $13,210-9.6% | $5,651+111.4% |