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 | $13,112 | $37,426-65.0% | $77,482-83.1% | $79,858-83.6% |
| Participation rate | 55.8% | 41.5%+14.3pp | 54.2%+1.7pp | 69.6%-13.8pp |
| Annual return | 18.07% | 39.70%-21.6pp | 54.79%-36.7pp | 31.71%-13.6pp |
| Employer contribution / active EE | $851 | $637+33.7% | $986-13.7% | $2,471-65.5% |
| Participant deferral / active EE | $1,737 | $1,260+37.9% | $1,861-6.6% | $3,740-53.5% |
| Admin fee / account holder | $1,548 | $2,504-38.2% | $2,858-45.8% | $5,306-70.8% |