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 | $36,608 | $39,122-6.4% | $57,179-36.0% | $62,891-41.8% |
| Participation rate | 12.1% | 70.5%-58.4pp | 75.3%-63.3pp | 69.3%-57.2pp |
| Annual return | 4.76% | 9.23%-4.5pp | 14.59%-9.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $433 | $1,874-76.9% | $2,682-83.9% | $2,281-81.0% |
| Participant deferral / active EE | $807 | $2,374-66.0% | $3,096-73.9% | $3,203-74.8% |
| Admin fee / account holder | $10,657 | $2,592+311.2% | $3,139+239.5% | $4,296+148.1% |