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 6-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 | $70,555 | $86,929-18.8% | $102,423-31.1% | $80,856-12.7% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.6%-7.4pp |
| Annual return | 17.32% | 18.88%-1.6pp | 29.32%-12.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $946 | $2,369-60.1% | $3,023-68.7% | $2,755-65.7% |
| Participant deferral / active EE | $2,729 | $4,118-33.7% | $5,053-46.0% | $4,296-36.5% |
| Admin fee / account holder | $3,465 | $8,049-56.9% | $9,451-63.3% | $6,918-49.9% |