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 | $63,729 | $59,097+7.8% | $82,389-22.6% | $74,304-14.2% |
| Participation rate | 25.7% | 52.8%-27.1pp | 69.5%-43.9pp | 60.3%-34.7pp |
| Annual return | 15.00% | 22.85%-7.8pp | 28.67%-13.7pp | 29.43%-14.4pp |
| Employer contribution / active EE | $692 | $1,601-56.8% | $2,517-72.5% | $2,241-69.1% |
| Participant deferral / active EE | $1,566 | $2,775-43.6% | $4,155-62.3% | $3,767-58.4% |
| Admin fee / account holder | $10,597 | $4,489+136.0% | $7,231+46.6% | $2,969+256.9% |