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 | $34,046 | $64,348-47.1% | $90,160-62.2% | $70,131-51.5% |
| Participation rate | 52.0% | 70.4%-18.4pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 18.00% | 28.13%-10.1pp | 34.88%-16.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $952 | $2,046-53.4% | $3,318-71.3% | $2,342-59.3% |
| Participant deferral / active EE | $4,528 | $4,389+3.2% | $5,288-14.4% | $3,332+35.9% |
| Admin fee / account holder | $17,392 | $3,944+341.0% | $5,943+192.7% | $4,645+274.4% |