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 8-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 | $37,770 | $49,915-24.3% | $154,803-75.6% | $74,304-49.2% |
| Participation rate | 38.3% | 54.0%-15.7pp | 78.1%-39.8pp | 60.3%-22.1pp |
| Annual return | 14.22% | 34.06%-19.8pp | 58.88%-44.7pp | 29.43%-15.2pp |
| Employer contribution / active EE | $744 | $1,611-53.8% | $4,305-82.7% | $2,241-66.8% |
| Participant deferral / active EE | $1,632 | $2,255-27.6% | $5,540-70.5% | $3,767-56.7% |
| Admin fee / account holder | $3,827 | $2,189+74.8% | $14,329-73.3% | $2,969+28.9% |