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 | $37,854 | $95,803-60.5% | $113,168-66.6% | $84,808-55.4% |
| Participation rate | 45.9% | 72.9%-26.9pp | 76.6%-30.6pp | 68.3%-22.4pp |
| Annual return | 17.54% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $961 | $2,360-59.3% | $2,975-67.7% | $2,631-63.5% |
| Participant deferral / active EE | $2,132 | $4,242-49.7% | $5,107-58.3% | $4,212-49.4% |
| Admin fee / account holder | $5,451 | $8,989-39.4% | $12,068-54.8% | $7,344-25.8% |