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 | $20,269 | $65,365-69.0% | $92,893-78.2% | $72,985-72.2% |
| Participation rate | 34.4% | 68.3%-33.9pp | 76.0%-41.6pp | 69.5%-35.1pp |
| Annual return | 18.28% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $862 | $2,594-66.8% | $3,653-76.4% | $2,440-64.7% |
| Participant deferral / active EE | $2,048 | $3,128-34.5% | $4,236-51.7% | $3,607-43.2% |
| Admin fee / account holder | $1,632 | $4,251-61.6% | $5,794-71.8% | $5,124-68.1% |