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 | $29,041 | $27,827+4.4% | $65,255-55.5% | $71,457-59.4% |
| Participation rate | 40.6% | 57.6%-17.0pp | 65.0%-24.4pp | 67.9%-27.3pp |
| Annual return | 19.11% | 41.58%-22.5pp | 47.35%-28.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $723 | $1,405-48.5% | $1,691-57.2% | $2,588-72.1% |
| Participant deferral / active EE | $1,245 | $1,861-33.1% | $2,831-56.0% | $4,289-71.0% |
| Admin fee / account holder | $2,926 | $3,850-24.0% | $4,112-28.9% | $1,587+84.3% |