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 9-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 | $31,705 | $38,967-18.6% | $86,233-63.2% | $79,634-60.2% |
| Participation rate | 9.3% | 34.1%-24.8pp | 69.0%-59.7pp | 62.5%-53.2pp |
| Annual return | 15.95% | 49.90%-33.9pp | 61.39%-45.4pp | 36.46%-20.5pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $546 | $1,663-67.2% | $4,559-88.0% | $3,835-85.8% |
| Admin fee / account holder | $2,174 | $2,660-18.3% | $8,342-73.9% | $1,002+117.0% |