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 6-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 | $33,492 | $81,248-58.8% | $155,509-78.5% | $80,856-58.6% |
| Participation rate | 57.6% | 66.2%-8.7pp | 78.2%-20.6pp | 67.6%-10.1pp |
| Annual return | 15.69% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $803 | $3,100-74.1% | $4,672-82.8% | $2,755-70.9% |
| Participant deferral / active EE | $2,008 | $3,452-41.8% | $5,626-64.3% | $4,296-53.3% |
| Admin fee / account holder | $1,311 | $7,997-83.6% | $15,912-91.8% | $6,918-81.1% |