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 | $43,544 | $57,016-23.6% | $84,966-48.8% | $80,856-46.1% |
| Participation rate | 18.8% | 56.3%-37.6pp | 67.5%-48.8pp | 67.6%-48.9pp |
| Annual return | 14.04% | 21.66%-7.6pp | 66.38%-52.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $355 | $1,798-80.3% | $2,727-87.0% | $2,755-87.1% |
| Participant deferral / active EE | $1,025 | $3,110-67.1% | $4,519-77.3% | $4,296-76.2% |
| Admin fee / account holder | $1,799 | $4,980-63.9% | $6,149-70.7% | $6,918-74.0% |