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 9-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 | $53,328 | $80,717-33.9% | $154,803-65.6% | $84,808-37.1% |
| Participation rate | 16.0% | 66.8%-50.8pp | 78.1%-62.1pp | 68.3%-52.3pp |
| Annual return | 20.21% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $474 | $2,761-82.8% | $4,305-89.0% | $2,631-82.0% |
| Participant deferral / active EE | $1,003 | $3,303-69.6% | $5,540-81.9% | $4,212-76.2% |
| Admin fee / account holder | $7,849 | $6,746+16.4% | $14,329-45.2% | $7,344+6.9% |