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 9-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 | $32,956 | $76,367-56.8% | $93,606-64.8% | $72,985-54.8% |
| Participation rate | 62.1% | 71.7%-9.7pp | 75.8%-13.8pp | 69.5%-7.4pp |
| Annual return | 23.53% | 25.82%-2.3pp | 32.76%-9.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,180 | $3,538+18.2% | $4,069+2.7% | $3,607+15.9% |
| Admin fee / account holder | $5,396 | $6,838-21.1% | $7,888-31.6% | $5,124+5.3% |