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 3-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 | $41,691 | $51,638-19.3% | $68,368-39.0% | $82,448-49.4% |
| Participation rate | 38.5% | 63.6%-25.1pp | 73.8%-35.3pp | 68.1%-29.6pp |
| Annual return | 14.96% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $380 | $2,047-81.4% | $2,649-85.6% | $2,551-85.1% |
| Participant deferral / active EE | $1,643 | $2,914-43.6% | $4,123-60.2% | $4,139-60.3% |
| Admin fee / account holder | $678 | $4,643-85.4% | $5,150-86.8% | $7,234-90.6% |