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 | $27,869 | $39,019-28.6% | $80,716-65.5% | $85,850-67.5% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.3%-29.3pp |
| Annual return | 17.82% | 26.27%-8.5pp | 87.28%-69.5pp | 318.53%-300.7pp |
| Employer contribution / active EE | $809 | $722+12.1% | $1,160-30.2% | $2,565-68.5% |
| Participant deferral / active EE | $2,340 | $1,326+76.5% | $2,146+9.0% | $3,952-40.8% |
| Admin fee / account holder | $1,220 | $2,431-49.8% | $3,380-63.9% | $6,260-80.5% |