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 | $41,820 | $87,870-52.4% | $113,168-63.0% | $74,304-43.7% |
| Participation rate | 46.1% | 70.7%-24.7pp | 76.6%-30.5pp | 60.3%-14.3pp |
| Annual return | 14.52% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $965 | $2,277-57.6% | $2,975-67.6% | $2,241-57.0% |
| Participant deferral / active EE | $2,329 | $4,241-45.1% | $5,107-54.4% | $3,767-38.2% |
| Admin fee / account holder | $7,558 | $3,368+124.4% | $12,068-37.4% | $2,969+154.6% |