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 | $38,529 | $107,452-64.1% | $91,541-57.9% | $142,382-72.9% |
| Participation rate | 52.6% | 75.1%-22.4pp | 69.8%-17.1pp | 80.1%-27.5pp |
| Annual return | 17.66% | 22.06%-4.4pp | 20.50%-2.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $962 | $2,994-67.9% | $2,505-61.6% | $4,299-77.6% |
| Participant deferral / active EE | $4,437 | $4,754-6.7% | $4,008+10.7% | $6,507-31.8% |
| Admin fee / account holder | $302 | $8,834-96.6% | $6,956-95.7% | $12,624-97.6% |