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 | $24,579 | $57,016-56.9% | $84,966-71.1% | $80,856-69.6% |
| Participation rate | 60.0% | 56.3%+3.7pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 11.96% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $867 | $1,798-51.8% | $2,727-68.2% | $2,755-68.5% |
| Participant deferral / active EE | $1,335 | $3,110-57.1% | $4,519-70.5% | $4,296-68.9% |
| Admin fee / account holder | $1,359 | $4,980-72.7% | $6,149-77.9% | $6,918-80.4% |