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 | $31,539 | $68,547-54.0% | $120,354-73.8% | $80,856-61.0% |
| Participation rate | 57.7% | 61.6%-3.9pp | 71.9%-14.2pp | 67.6%-9.9pp |
| Annual return | 11.32% | 23.60%-12.3pp | 107.15%-95.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $875 | $2,051-57.4% | $3,463-74.7% | $2,755-68.3% |
| Participant deferral / active EE | $1,821 | $3,173-42.6% | $4,991-63.5% | $4,296-57.6% |
| Admin fee / account holder | $598 | $5,732-89.6% | $9,423-93.7% | $6,918-91.4% |