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 | $43,601 | $67,606-35.5% | $82,313-47.0% | $70,131-37.8% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.9%-25.3pp | 69.5%-17.9pp |
| Annual return | 13.33% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $613 | $1,755-65.0% | $2,428-74.7% | $2,342-73.8% |
| Participant deferral / active EE | $1,973 | $2,987-33.9% | $3,706-46.8% | $3,332-40.8% |
| Admin fee / account holder | $8,659 | $4,512+91.9% | $5,608+54.4% | $4,645+86.4% |