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 | $80,717-62.1% | $154,803-80.2% | $84,808-63.9% |
| Participation rate | 35.3% | 66.8%-31.5pp | 78.1%-42.8pp | 68.3%-33.0pp |
| Annual return | 13.86% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,093 | $2,761-60.4% | $4,305-74.6% | $2,631-58.4% |
| Participant deferral / active EE | $2,479 | $3,303-25.0% | $5,540-55.3% | $4,212-41.1% |
| Admin fee / account holder | $12,864 | $6,746+90.7% | $14,329-10.2% | $7,344+75.2% |