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 8-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 | $42,902 | $77,896-44.9% | $134,172-68.0% | $82,448-48.0% |
| Participation rate | 31.3% | 62.8%-31.4pp | 72.5%-41.1pp | 68.1%-36.7pp |
| Annual return | 16.53% | 18.21%-1.7pp | 25.30%-8.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $688 | $2,159-68.1% | $3,420-79.9% | $2,551-73.0% |
| Participant deferral / active EE | $1,854 | $3,162-41.4% | $4,690-60.5% | $4,139-55.2% |
| Admin fee / account holder | $1,386 | $6,336-78.1% | $12,016-88.5% | $7,234-80.8% |