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 | $32,183 | $57,016-43.6% | $84,966-62.1% | $80,856-60.2% |
| Participation rate | 34.0% | 56.3%-22.4pp | 67.5%-33.5pp | 67.6%-33.7pp |
| Annual return | 11.32% | 21.66%-10.3pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $894 | $1,798-50.3% | $2,727-67.2% | $2,755-67.6% |
| Participant deferral / active EE | $1,930 | $3,110-37.9% | $4,519-57.3% | $4,296-55.1% |
| Admin fee / account holder | $1,408 | $4,980-71.7% | $6,149-77.1% | $6,918-79.6% |