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 | $32,100 | $60,022-46.5% | $88,946-63.9% | $84,808-62.2% |
| Participation rate | 21.7% | 57.8%-36.2pp | 68.8%-47.2pp | 68.3%-46.6pp |
| Annual return | 16.28% | 22.43%-6.1pp | 57.82%-41.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $693 | $1,703-59.3% | $2,555-72.9% | $2,631-73.7% |
| Participant deferral / active EE | $963 | $3,114-69.1% | $4,581-79.0% | $4,212-77.1% |
| Admin fee / account holder | $16,838 | $4,811+250.0% | $8,261+103.8% | $7,344+129.3% |