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 | $46,764 | $76,670-39.0% | $96,683-51.6% | $71,457-34.6% |
| Participation rate | 28.9% | 66.6%-37.7pp | 74.3%-45.5pp | 67.9%-39.0pp |
| Annual return | 17.58% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $893 | $3,031-70.5% | $3,737-76.1% | $2,588-65.5% |
| Participant deferral / active EE | $1,819 | $3,771-51.8% | $4,878-62.7% | $4,289-57.6% |
| Admin fee / account holder | $3,699 | $2,028+82.4% | $6,730-45.0% | $1,587+133.0% |