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 | $42,089 | $47,479-11.4% | $62,929-33.1% | $82,448-49.0% |
| Participation rate | 35.9% | 66.9%-31.0pp | 73.1%-37.2pp | 68.1%-32.2pp |
| Annual return | 12.51% | 20.34%-7.8pp | 1063.93%-1051.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $528 | $1,885-72.0% | $2,505-78.9% | $2,551-79.3% |
| Participant deferral / active EE | $2,422 | $2,870-15.6% | $3,888-37.7% | $4,139-41.5% |
| Admin fee / account holder | $2,780 | $3,804-26.9% | $5,065-45.1% | $7,234-61.6% |