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 | $44,812 | $35,986+24.5% | $77,482-42.2% | $73,488-39.0% |
| Participation rate | 34.3% | 40.8%-6.6pp | 54.2%-19.9pp | 70.7%-36.4pp |
| Annual return | 19.67% | 19.26%+0.4pp | 54.79%-35.1pp | 28.51%-8.8pp |
| Employer contribution / active EE | $702 | $557+25.9% | $986-28.9% | $2,270-69.1% |
| Participant deferral / active EE | $1,213 | $1,198+1.2% | $1,861-34.8% | $3,740-67.6% |
| Admin fee / account holder | $1,097 | $466+135.5% | $2,858-61.6% | $513+113.8% |