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 9-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 | $12,190 | $37,426-67.4% | $77,482-84.3% | $79,858-84.7% |
| Participation rate | 37.8% | 41.5%-3.7pp | 54.2%-16.4pp | 69.6%-31.9pp |
| Annual return | 20.26% | 39.70%-19.4pp | 54.79%-34.5pp | 31.71%-11.5pp |
| Employer contribution / active EE | $855 | $637+34.2% | $986-13.4% | $2,471-65.4% |
| Participant deferral / active EE | $1,525 | $1,260+21.0% | $1,861-18.1% | $3,740-59.2% |
| Admin fee / account holder | $477 | $2,504-81.0% | $2,858-83.3% | $5,306-91.0% |