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 9-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 | $52,783 | $49,915+5.7% | $154,803-65.9% | $74,304-29.0% |
| Participation rate | 33.1% | 54.0%-20.9pp | 78.1%-45.0pp | 60.3%-27.3pp |
| Annual return | 30.84% | 34.06%-3.2pp | 58.88%-28.0pp | 29.43%+1.4pp |
| Employer contribution / active EE | $264 | $1,611-83.6% | $4,305-93.9% | $2,241-88.2% |
| Participant deferral / active EE | $976 | $2,255-56.7% | $5,540-82.4% | $3,767-74.1% |
| Admin fee / account holder | $1,574 | $2,189-28.1% | $14,329-89.0% | $2,969-47.0% |