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 | $37,779 | $74,927-49.6% | $101,794-62.9% | $84,808-55.5% |
| Participation rate | 31.6% | 61.4%-29.8pp | 69.2%-37.6pp | 68.3%-36.7pp |
| Annual return | 16.02% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $774 | $1,522-49.2% | $2,289-66.2% | $2,631-70.6% |
| Participant deferral / active EE | $2,837 | $3,099-8.5% | $4,084-30.5% | $4,212-32.6% |
| Admin fee / account holder | $5,914 | $6,514-9.2% | $8,777-32.6% | $7,344-19.5% |