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 | $31,272 | $40,256-22.3% | $57,343-45.5% | $59,632-47.6% |
| Participation rate | 29.6% | 69.2%-39.6pp | 75.1%-45.5pp | 68.7%-39.0pp |
| Annual return | 1.24% | 27.49%-26.2pp | 24.39%-23.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $766 | $1,922-60.2% | $2,689-71.5% | $2,203-65.2% |
| Participant deferral / active EE | $765 | $2,399-68.1% | $3,162-75.8% | $3,192-76.0% |
| Admin fee / account holder | $1,136 | $2,818-59.7% | $3,356-66.1% | $4,297-73.6% |