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 | $48,795-13.7% | $65,493-35.7% | $84,808-50.4% |
| Participation rate | 35.9% | 67.0%-31.1pp | 73.1%-37.2pp | 68.3%-32.4pp |
| Annual return | 12.51% | 20.20%-7.7pp | 982.45%-969.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $528 | $1,930-72.6% | $2,574-79.5% | $2,631-79.9% |
| Participant deferral / active EE | $2,422 | $2,928-17.3% | $3,961-38.8% | $4,212-42.5% |
| Admin fee / account holder | $2,780 | $3,877-28.3% | $5,028-44.7% | $7,344-62.1% |