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 | $79,793 | $86,929-8.2% | $102,423-22.1% | $80,856-1.3% |
| Participation rate | 39.0% | 72.4%-33.4pp | 76.5%-37.5pp | 67.6%-28.6pp |
| Annual return | 13.16% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $998 | $2,369-57.9% | $3,023-67.0% | $2,755-63.8% |
| Participant deferral / active EE | $2,134 | $4,118-48.2% | $5,053-57.8% | $4,296-50.3% |
| Admin fee / account holder | $534 | $8,049-93.4% | $9,451-94.4% | $6,918-92.3% |