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 | $61,138 | $80,717-24.3% | $154,803-60.5% | $84,808-27.9% |
| Participation rate | 21.4% | 66.8%-45.4pp | 78.1%-56.6pp | 68.3%-46.9pp |
| Annual return | 18.53% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $565 | $2,761-79.5% | $4,305-86.9% | $2,631-78.5% |
| Participant deferral / active EE | $2,173 | $3,303-34.2% | $5,540-60.8% | $4,212-48.4% |
| Admin fee / account holder | $7,300 | $6,746+8.2% | $14,329-49.1% | $7,344-0.6% |