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 6-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 | $32,977 | $89,753-63.3% | $107,525-69.3% | $84,808-61.1% |
| Participation rate | 26.9% | 68.1%-41.1pp | 75.1%-48.2pp | 68.3%-41.4pp |
| Annual return | 18.48% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,177 | $3,113-30.1% | $3,754-42.0% | $2,631-17.2% |
| Participant deferral / active EE | $2,952 | $4,056-27.2% | $5,116-42.3% | $4,212-29.9% |
| Admin fee / account holder | $2,312 | $7,222-68.0% | $8,919-74.1% | $7,344-68.5% |