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 | $31,536 | $80,717-60.9% | $154,803-79.6% | $84,808-62.8% |
| Participation rate | 57.9% | 66.8%-8.9pp | 78.1%-20.2pp | 68.3%-10.4pp |
| Annual return | 15.84% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,294 | $2,761-53.1% | $4,305-70.0% | $2,631-50.8% |
| Participant deferral / active EE | $3,011 | $3,303-8.8% | $5,540-45.7% | $4,212-28.5% |
| Admin fee / account holder | $9,072 | $6,746+34.5% | $14,329-36.7% | $7,344+23.5% |