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 | $29,158 | $72,277-59.7% | $101,248-71.2% | $79,858-63.5% |
| Participation rate | 40.6% | 68.5%-27.8pp | 75.8%-35.2pp | 69.6%-29.0pp |
| Annual return | 11.98% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,942 | $3,282-40.8% | $4,370-55.6% | $3,740-48.1% |
| Admin fee / account holder | $2,386 | $4,400-45.8% | $5,945-59.9% | $5,306-55.0% |