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 | $45,343-16.7% | $150,298-74.9% | $67,986-44.4% |
| Participation rate | 38.3% | 51.9%-13.6pp | 77.8%-39.5pp | 57.2%-18.9pp |
| Annual return | 14.22% | 33.28%-19.1pp | 62.79%-48.6pp | 31.67%-17.4pp |
| Employer contribution / active EE | $744 | $1,462-49.1% | $4,154-82.1% | $2,019-63.1% |
| Participant deferral / active EE | $1,632 | $2,055-20.6% | $5,453-70.1% | $3,358-51.4% |
| Admin fee / account holder | $3,827 | $2,250+70.1% | $14,116-72.9% | $3,203+19.5% |