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 7-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 | $31,367 | $74,927-58.1% | $101,794-69.2% | $84,808-63.0% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.2%-44.2pp | 68.3%-43.3pp |
| Annual return | 15.73% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $564 | $1,522-62.9% | $2,289-75.3% | $2,631-78.6% |
| Participant deferral / active EE | $1,432 | $3,099-53.8% | $4,084-64.9% | $4,212-66.0% |
| Admin fee / account holder | $5,582 | $6,514-14.3% | $8,777-36.4% | $7,344-24.0% |