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 | $33,593 | $76,407-56.0% | $150,298-77.6% | $82,448-59.3% |
| Participation rate | 48.4% | 66.4%-18.0pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 15.38% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $712 | $2,614-72.8% | $4,154-82.9% | $2,551-72.1% |
| Participant deferral / active EE | $1,835 | $3,214-42.9% | $5,453-66.3% | $4,139-55.7% |
| Admin fee / account holder | $1,904 | $6,352-70.0% | $14,116-86.5% | $7,234-73.7% |