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 | $33,598 | $68,573-51.0% | $120,368-72.1% | $80,874-58.5% |
| Participation rate | 22.8% | 61.6%-38.8pp | 71.9%-49.1pp | 67.6%-44.9pp |
| Annual return | 11.65% | 23.61%-12.0pp | 107.26%-95.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $588 | $2,052-71.4% | $3,465-83.0% | $2,756-78.7% |
| Participant deferral / active EE | $1,547 | $3,174-51.3% | $4,991-69.0% | $4,297-64.0% |
| Admin fee / account holder | $2,774 | $5,734-51.6% | $9,429-70.6% | $6,935-60.0% |