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 | $28,476 | $76,367-62.7% | $93,606-69.6% | $72,985-61.0% |
| Participation rate | 52.6% | 71.7%-19.1pp | 75.8%-23.2pp | 69.5%-16.9pp |
| Annual return | 20.82% | 25.82%-5.0pp | 32.76%-11.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $793 | $2,275-65.2% | $2,718-70.8% | $2,440-67.5% |
| Participant deferral / active EE | $2,250 | $3,538-36.4% | $4,069-44.7% | $3,607-37.6% |
| Admin fee / account holder | $6,065 | $6,838-11.3% | $7,888-23.1% | $5,124+18.4% |