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 | $55,561 | $74,927-25.8% | $101,794-45.4% | $84,808-34.5% |
| Participation rate | 43.3% | 61.4%-18.1pp | 69.2%-25.9pp | 68.3%-25.0pp |
| Annual return | 16.54% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $556 | $1,522-63.5% | $2,289-75.7% | $2,631-78.9% |
| Participant deferral / active EE | $3,908 | $3,099+26.1% | $4,084-4.3% | $4,212-7.2% |
| Admin fee / account holder | $3,083 | $6,514-52.7% | $8,777-64.9% | $7,344-58.0% |