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 | $35,934 | $37,426-4.0% | $77,482-53.6% | $79,858-55.0% |
| Participation rate | 26.9% | 41.5%-14.6pp | 54.2%-27.3pp | 69.6%-42.7pp |
| Annual return | 16.44% | 39.70%-23.3pp | 54.79%-38.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $353 | $637-44.5% | $986-64.2% | $2,471-85.7% |
| Participant deferral / active EE | $2,164 | $1,260+71.8% | $1,861+16.3% | $3,740-42.1% |
| Admin fee / account holder | $6,655 | $2,504+165.8% | $2,858+132.9% | $5,306+25.4% |