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 | $77,648 | $67,894+14.4% | $89,340-13.1% | $82,448-5.8% |
| Participation rate | 24.0% | 64.0%-40.0pp | 69.6%-45.6pp | 68.1%-44.1pp |
| Annual return | 17.51% | 19.21%-1.7pp | 20.57%-3.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $535 | $1,828-70.7% | $2,231-76.0% | $2,551-79.0% |
| Participant deferral / active EE | $1,804 | $3,072-41.3% | $3,823-52.8% | $4,139-56.4% |
| Admin fee / account holder | $500 | $5,723-91.3% | $6,704-92.5% | $7,234-93.1% |