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 8-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 | $32,480 | $77,314-58.0% | $177,989-81.8% | $80,856-59.8% |
| Participation rate | 64.2% | 65.7%-1.5pp | 77.1%-12.9pp | 67.6%-3.5pp |
| Annual return | 17.32% | 18.09%-0.8pp | 294.48%-277.2pp | 35.59%-18.3pp |
| Employer contribution / active EE | $904 | $2,292-60.6% | $3,949-77.1% | $2,755-67.2% |
| Participant deferral / active EE | $2,827 | $4,411-35.9% | $6,276-55.0% | $4,296-34.2% |
| Admin fee / account holder | $7,270 | $7,191+1.1% | $10,363-29.9% | $6,918+5.1% |