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 7-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 | $30,586 | $76,407-60.0% | $150,298-79.6% | $82,448-62.9% |
| Participation rate | 35.3% | 66.4%-31.1pp | 77.8%-42.5pp | 68.1%-32.8pp |
| Annual return | 13.86% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,093 | $2,614-58.2% | $4,154-73.7% | $2,551-57.1% |
| Participant deferral / active EE | $2,479 | $3,214-22.9% | $5,453-54.5% | $4,139-40.1% |
| Admin fee / account holder | $12,864 | $6,352+102.5% | $14,116-8.9% | $7,234+77.8% |