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 | $30,233 | $72,492-58.3% | $87,100-65.3% | $72,985-58.6% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.0pp |
| Annual return | 22.25% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $705 | $1,894-62.8% | $2,521-72.1% | $2,440-71.1% |
| Participant deferral / active EE | $2,823 | $3,270-13.7% | $4,049-30.3% | $3,607-21.7% |
| Admin fee / account holder | $863 | $5,055-82.9% | $7,497-88.5% | $5,124-83.2% |