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 | $37,089 | $72,492-48.8% | $87,100-57.4% | $72,985-49.2% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 20.89% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $816 | $1,894-56.9% | $2,521-67.6% | $2,440-66.5% |
| Participant deferral / active EE | $1,961 | $3,270-40.0% | $4,049-51.6% | $3,607-45.6% |
| Admin fee / account holder | $2,970 | $5,055-41.2% | $7,497-60.4% | $5,124-42.0% |