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 7-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 | $19,889 | $60,892-67.3% | $82,389-75.9% | $84,808-76.5% |
| Participation rate | 48.3% | 63.3%-15.0pp | 69.5%-21.3pp | 68.3%-20.0pp |
| Annual return | 14.46% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $649 | $1,779-63.5% | $2,517-74.2% | $2,631-75.3% |
| Participant deferral / active EE | $1,502 | $3,179-52.8% | $4,155-63.9% | $4,212-64.3% |
| Admin fee / account holder | $1,418 | $5,467-74.1% | $7,231-80.4% | $7,344-80.7% |