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 7-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 | $31,951 | $36,806-13.2% | $69,647-54.1% | $77,643-58.8% |
| Participation rate | 33.8% | 64.4%-30.5pp | 66.5%-32.6pp | 70.6%-36.7pp |
| Annual return | 14.07% | 38.81%-24.7pp | 100.48%-86.4pp | 31.24%-17.2pp |
| Employer contribution / active EE | $845 | $1,257-32.8% | $1,712-50.7% | $2,726-69.0% |
| Participant deferral / active EE | $1,795 | $2,738-34.5% | $2,886-37.8% | $4,647-61.4% |
| Admin fee / account holder | $556 | $507+9.7% | $4,713-88.2% | $430+29.1% |