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 | $25,749 | $52,279-50.7% | $89,391-71.2% | $79,858-67.8% |
| Participation rate | 48.1% | 57.5%-9.4pp | 68.0%-19.8pp | 69.6%-21.5pp |
| Annual return | 12.41% | 22.16%-9.7pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $697 | $1,572-55.7% | $2,586-73.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,720 | $2,740-37.2% | $3,890-55.8% | $3,740-54.0% |
| Admin fee / account holder | $4,299 | $3,356+28.1% | $4,881-11.9% | $5,306-19.0% |