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 6-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 | $30,389 | $74,927-59.4% | $101,794-70.1% | $84,808-64.2% |
| Participation rate | 48.5% | 61.4%-12.9pp | 69.2%-20.7pp | 68.3%-19.8pp |
| Annual return | 19.07% | 18.70%+0.4pp | 30.53%-11.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $935 | $1,522-38.6% | $2,289-59.2% | $2,631-64.5% |
| Participant deferral / active EE | $1,284 | $3,099-58.6% | $4,084-68.6% | $4,212-69.5% |
| Admin fee / account holder | $435 | $6,514-93.3% | $8,777-95.0% | $7,344-94.1% |