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 7-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 | $34,252 | $48,230-29.0% | $67,502-49.3% | $80,856-57.6% |
| Participation rate | 40.7% | 66.4%-25.7pp | 72.9%-32.2pp | 67.6%-27.0pp |
| Annual return | 12.25% | 18.28%-6.0pp | 3512.12%-3499.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $760 | $2,020-62.4% | $2,731-72.2% | $2,755-72.4% |
| Participant deferral / active EE | $1,684 | $2,924-42.4% | $4,000-57.9% | $4,296-60.8% |
| Admin fee / account holder | $402 | $3,681-89.1% | $3,998-89.9% | $6,918-94.2% |