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 | $59,097-51.4% | $82,389-65.2% | $74,304-61.4% |
| Participation rate | 19.7% | 52.8%-33.1pp | 69.5%-49.9pp | 60.3%-40.7pp |
| Annual return | 15.99% | 22.85%-6.9pp | 28.67%-12.7pp | 29.43%-13.4pp |
| Employer contribution / active EE | $365 | $1,601-77.2% | $2,517-85.5% | $2,241-83.7% |
| Participant deferral / active EE | $979 | $2,775-64.7% | $4,155-76.4% | $3,767-74.0% |
| Admin fee / account holder | $5,865 | $4,489+30.6% | $7,231-18.9% | $2,969+97.5% |