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 6-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 | $44,665 | $45,312-1.4% | $86,233-48.2% | $67,986-34.3% |
| Participation rate | 13.5% | 42.4%-28.9pp | 69.0%-55.5pp | 57.2%-43.7pp |
| Annual return | 21.92% | 24.79%-2.9pp | 61.39%-39.5pp | 31.67%-9.7pp |
| Employer contribution / active EE | $331 | $1,160-71.4% | $2,504-86.8% | $2,019-83.6% |
| Participant deferral / active EE | $835 | $2,185-61.8% | $4,559-81.7% | $3,358-75.1% |
| Admin fee / account holder | $3,009 | $3,295-8.7% | $8,342-63.9% | $3,203-6.1% |