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 | $43,606 | $71,050-38.6% | $93,606-53.4% | $80,856-46.1% |
| Participation rate | 41.0% | 60.4%-19.4pp | 68.7%-27.7pp | 67.6%-26.6pp |
| Annual return | 11.62% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $671 | $1,564-57.1% | $2,420-72.3% | $2,755-75.7% |
| Participant deferral / active EE | $1,594 | $4,034-60.5% | $4,411-63.9% | $4,296-62.9% |
| Admin fee / account holder | $6,809 | $6,945-2.0% | $8,285-17.8% | $6,918-1.6% |