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 | $28,781 | $80,717-64.3% | $154,803-81.4% | $84,808-66.1% |
| Participation rate | 46.3% | 66.8%-20.5pp | 78.1%-31.7pp | 68.3%-22.0pp |
| Annual return | 15.33% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $853 | $2,761-69.1% | $4,305-80.2% | $2,631-67.6% |
| Participant deferral / active EE | $1,536 | $3,303-53.5% | $5,540-72.3% | $4,212-63.5% |
| Admin fee / account holder | $5,929 | $6,746-12.1% | $14,329-58.6% | $7,344-19.3% |