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 | $33,204 | $91,190-63.6% | $178,490-81.4% | $79,858-58.4% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-18.9pp | 69.6%-6.6pp |
| Annual return | 11.57% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,012 | $3,256-68.9% | $5,011-79.8% | $2,471-59.0% |
| Participant deferral / active EE | $2,039 | $3,236-37.0% | $5,202-60.8% | $3,740-45.5% |
| Admin fee / account holder | $1,490 | $6,751-77.9% | $13,984-89.3% | $5,306-71.9% |