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 | $39,525 | $64,839-39.0% | $95,585-58.6% | $84,808-53.4% |
| Participation rate | 36.6% | 63.8%-27.3pp | 72.1%-35.5pp | 68.3%-31.8pp |
| Annual return | 17.27% | -670.96%+688.2pp | 38.56%-21.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $943 | $1,759-46.4% | $2,527-62.7% | $2,631-64.1% |
| Participant deferral / active EE | $1,867 | $2,965-37.0% | $4,023-53.6% | $4,212-55.7% |
| Admin fee / account holder | $2,757 | $5,964-53.8% | $6,127-55.0% | $7,344-62.5% |