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 | $48,750-8.4% | $88,946-49.8% | $74,304-39.9% |
| Participation rate | 13.5% | 44.5%-31.0pp | 68.8%-55.4pp | 60.3%-46.9pp |
| Annual return | 21.92% | 25.91%-4.0pp | 57.82%-35.9pp | 29.43%-7.5pp |
| Employer contribution / active EE | $331 | $1,255-73.6% | $2,555-87.0% | $2,241-85.2% |
| Participant deferral / active EE | $835 | $2,423-65.5% | $4,581-81.8% | $3,767-77.8% |
| Admin fee / account holder | $3,009 | $3,756-19.9% | $8,261-63.6% | $2,969+1.4% |