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 9-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 | $51,529 | $74,927-31.2% | $101,794-49.4% | $84,808-39.2% |
| Participation rate | 32.9% | 61.4%-28.5pp | 69.2%-36.3pp | 68.3%-35.4pp |
| Annual return | 17.96% | 18.70%-0.7pp | 30.53%-12.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $873 | $1,522-42.6% | $2,289-61.9% | $2,631-66.8% |
| Participant deferral / active EE | $1,490 | $3,099-51.9% | $4,084-63.5% | $4,212-64.6% |
| Admin fee / account holder | $6,977 | $6,514+7.1% | $8,777-20.5% | $7,344-5.0% |