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 | $10,449 | $37,426-72.1% | $77,482-86.5% | $79,858-86.9% |
| Participation rate | 44.0% | 41.5%+2.5pp | 54.2%-10.2pp | 69.6%-25.6pp |
| Annual return | 27.59% | 39.70%-12.1pp | 54.79%-27.2pp | 31.71%-4.1pp |
| Employer contribution / active EE | $562 | $637-11.8% | $986-43.1% | $2,471-77.3% |
| Participant deferral / active EE | $984 | $1,260-21.9% | $1,861-47.1% | $3,740-73.7% |
| Admin fee / account holder | $2,314 | $2,504-7.6% | $2,858-19.0% | $5,306-56.4% |