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 | $35,928 | $81,460-55.9% | $103,333-65.2% | $80,856-55.6% |
| Participation rate | 38.2% | 66.8%-28.6pp | 74.5%-36.3pp | 67.6%-29.4pp |
| Annual return | 12.81% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $956 | $3,105-69.2% | $3,868-75.3% | $2,755-65.3% |
| Participant deferral / active EE | $1,835 | $3,869-52.6% | $5,057-63.7% | $4,296-57.3% |
| Admin fee / account holder | $2,210 | $6,566-66.3% | $8,355-73.5% | $6,918-68.1% |