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 | $34,536 | $56,053-38.4% | $75,972-54.5% | $80,856-57.3% |
| Participation rate | 40.0% | 62.0%-22.0pp | 69.1%-29.1pp | 67.6%-27.6pp |
| Annual return | 10.52% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $762 | $1,874-59.3% | $2,685-71.6% | $2,755-72.3% |
| Participant deferral / active EE | $1,878 | $3,052-38.4% | $4,255-55.9% | $4,296-56.3% |
| Admin fee / account holder | $5,522 | $5,234+5.5% | $6,467-14.6% | $6,918-20.2% |