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 | $56,428 | $51,045+10.5% | $70,515-20.0% | $71,457-21.0% |
| Participation rate | 41.4% | 59.4%-18.0pp | 68.3%-26.9pp | 67.9%-26.5pp |
| Annual return | 14.89% | 42.63%-27.7pp | 32.77%-17.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $756 | $1,790-57.7% | $2,973-74.6% | $2,588-70.8% |
| Participant deferral / active EE | $1,596 | $3,026-47.3% | $4,567-65.1% | $4,289-62.8% |
| Admin fee / account holder | $2,813 | $1,994+41.1% | $6,412-56.1% | $1,587+77.2% |