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 | $35,778 | $58,627-39.0% | $76,735-53.4% | $82,448-56.6% |
| Participation rate | 51.9% | 63.2%-11.3pp | 69.5%-17.6pp | 68.1%-16.1pp |
| Annual return | 14.57% | 39.10%-24.5pp | 29.77%-15.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $900 | $1,729-47.9% | $2,454-63.3% | $2,551-64.7% |
| Participant deferral / active EE | $1,789 | $3,134-42.9% | $4,088-56.2% | $4,139-56.8% |
| Admin fee / account holder | $3,930 | $5,323-26.2% | $7,189-45.3% | $7,234-45.7% |