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 6-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 | $23,808 | $52,884-55.0% | $84,750-71.9% | $55,167-56.8% |
| Participation rate | 34.0% | 67.5%-33.5pp | 76.6%-42.6pp | 69.0%-35.0pp |
| Annual return | 7.13% | 18.03%-10.9pp | 22.78%-15.7pp | 169.23%-162.1pp |
| Employer contribution / active EE | $816 | $2,233-63.5% | $3,574-77.2% | $1,963-58.4% |
| Participant deferral / active EE | $1,387 | $2,644-47.5% | $3,712-62.6% | $3,054-54.6% |
| Admin fee / account holder | $1,955 | $581+236.7% | $5,332-63.3% | $504+288.0% |