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 | $28,693 | $55,932-48.7% | $76,735-62.6% | $67,986-57.8% |
| Participation rate | 19.7% | 50.8%-31.1pp | 69.5%-49.8pp | 57.2%-37.5pp |
| Annual return | 15.99% | 23.10%-7.1pp | 29.77%-13.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $365 | $1,487-75.5% | $2,454-85.1% | $2,019-81.9% |
| Participant deferral / active EE | $979 | $2,558-61.7% | $4,088-76.0% | $3,358-70.8% |
| Admin fee / account holder | $5,865 | $4,907+19.5% | $7,189-18.4% | $3,203+83.1% |