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 | $31,321 | $46,553-32.7% | $64,056-51.1% | $75,163-58.3% |
| Participation rate | 46.7% | 65.9%-19.3pp | 72.3%-25.6pp | 67.2%-20.5pp |
| Annual return | 13.03% | 26.03%-13.0pp | 33.69%-20.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $604 | $1,974-69.4% | $2,747-78.0% | $2,670-77.4% |
| Participant deferral / active EE | $1,025 | $2,837-63.9% | $3,880-73.6% | $4,125-75.1% |
| Admin fee / account holder | $1,643 | $2,952-44.3% | $3,068-46.5% | $5,651-70.9% |