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 | $36,796 | $57,016-35.5% | $84,966-56.7% | $80,856-54.5% |
| Participation rate | 16.9% | 56.3%-39.5pp | 67.5%-50.6pp | 67.6%-50.8pp |
| Annual return | 14.75% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $879 | $1,798-51.1% | $2,727-67.8% | $2,755-68.1% |
| Participant deferral / active EE | $1,269 | $3,110-59.2% | $4,519-71.9% | $4,296-70.5% |
| Admin fee / account holder | $11,505 | $4,980+131.0% | $6,149+87.1% | $6,918+66.3% |