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 | $48,099 | $65,041-26.0% | $90,951-47.1% | $79,858-39.8% |
| Participation rate | 47.7% | 61.6%-13.9pp | 69.0%-21.3pp | 69.6%-21.9pp |
| Annual return | 13.07% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $731 | $1,247-41.4% | $2,122-65.5% | $2,471-70.4% |
| Participant deferral / active EE | $1,532 | $2,512-39.0% | $3,373-54.6% | $3,740-59.0% |
| Admin fee / account holder | $2,268 | $4,536-50.0% | $5,959-61.9% | $5,306-57.3% |