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 | $25,122 | $54,762-54.1% | $90,281-72.2% | $72,985-65.6% |
| Participation rate | 52.6% | 65.1%-12.5pp | 73.3%-20.6pp | 69.5%-16.9pp |
| Annual return | 20.64% | 30.63%-10.0pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $351 | $2,092-83.2% | $2,854-87.7% | $2,440-85.6% |
| Participant deferral / active EE | $2,889 | $2,887+0.1% | $3,885-25.7% | $3,607-19.9% |
| Admin fee / account holder | $1,808 | $3,972-54.5% | $5,351-66.2% | $5,124-64.7% |