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 | $62,957 | $71,050-11.4% | $93,606-32.7% | $80,856-22.1% |
| Participation rate | 32.5% | 60.4%-27.9pp | 68.7%-36.2pp | 67.6%-35.1pp |
| Annual return | 11.14% | 11.26%-0.1pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $615 | $1,564-60.7% | $2,420-74.6% | $2,755-77.7% |
| Participant deferral / active EE | $2,023 | $4,034-49.9% | $4,411-54.1% | $4,296-52.9% |
| Admin fee / account holder | $10,993 | $6,945+58.3% | $8,285+32.7% | $6,918+58.9% |