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 | $31,503 | $65,365-51.8% | $92,893-66.1% | $72,985-56.8% |
| Participation rate | 35.7% | 68.3%-32.6pp | 76.0%-40.3pp | 69.5%-33.8pp |
| Annual return | 16.87% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $840 | $2,594-67.6% | $3,653-77.0% | $2,440-65.6% |
| Participant deferral / active EE | $2,223 | $3,128-28.9% | $4,236-47.5% | $3,607-38.4% |
| Admin fee / account holder | $1,143 | $4,251-73.1% | $5,794-80.3% | $5,124-77.7% |