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 | $34,815 | $65,561-46.9% | $91,541-62.0% | $74,304-53.1% |
| Participation rate | 43.8% | 56.6%-12.8pp | 69.8%-26.0pp | 60.3%-16.6pp |
| Annual return | 18.46% | 17.68%+0.8pp | 20.50%-2.0pp | 29.43%-11.0pp |
| Employer contribution / active EE | $820 | $1,717-52.2% | $2,505-67.2% | $2,241-63.4% |
| Participant deferral / active EE | $1,629 | $2,918-44.2% | $4,008-59.4% | $3,767-56.8% |
| Admin fee / account holder | $3,005 | $3,333-9.8% | $6,956-56.8% | $2,969+1.2% |