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 | $33,538 | $78,926-57.5% | $136,749-75.5% | $84,808-60.5% |
| Participation rate | 43.2% | 62.2%-18.9pp | 72.1%-28.9pp | 68.3%-25.1pp |
| Annual return | 15.50% | 18.17%-2.7pp | 24.33%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,068 | $2,134-50.0% | $3,400-68.6% | $2,631-59.4% |
| Participant deferral / active EE | $1,586 | $3,168-49.9% | $4,692-66.2% | $4,212-62.3% |
| Admin fee / account holder | $667 | $6,369-89.5% | $11,386-94.1% | $7,344-90.9% |