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 6-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 | $72,730 | $81,248-10.5% | $155,509-53.2% | $80,856-10.1% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.6%-31.9pp |
| Annual return | 22.26% | 33.31%-11.1pp | 64.67%-42.4pp | 35.59%-13.3pp |
| Employer contribution / active EE | $718 | $3,100-76.9% | $4,672-84.6% | $2,755-74.0% |
| Participant deferral / active EE | $3,275 | $3,452-5.1% | $5,626-41.8% | $4,296-23.8% |
| Admin fee / account holder | $828 | $7,997-89.7% | $15,912-94.8% | $6,918-88.0% |