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 9-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 | $54,546 | $46,869+16.4% | $122,332-55.4% | $70,131-22.2% |
| Participation rate | 32.8% | 58.2%-25.4pp | 71.6%-38.9pp | 69.5%-36.8pp |
| Annual return | 13.98% | 24.22%-10.2pp | 30.27%-16.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $297 | $1,288-76.9% | $4,050-92.7% | $2,342-87.3% |
| Participant deferral / active EE | $1,622 | $2,166-25.1% | $3,287-50.7% | $3,332-51.3% |
| Admin fee / account holder | $3,897 | $3,322+17.3% | $5,478-28.9% | $4,645-16.1% |