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 | $32,829 | $60,892-46.1% | $82,389-60.2% | $84,808-61.3% |
| Participation rate | 52.8% | 63.3%-10.5pp | 69.5%-16.8pp | 68.3%-15.5pp |
| Annual return | 19.72% | 37.29%-17.6pp | 28.67%-8.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $842 | $1,779-52.7% | $2,517-66.5% | $2,631-68.0% |
| Participant deferral / active EE | $2,370 | $3,179-25.4% | $4,155-42.9% | $4,212-43.7% |
| Admin fee / account holder | $551 | $5,467-89.9% | $7,231-92.4% | $7,344-92.5% |