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 | $69,976 | $109,881-36.3% | $150,045-53.4% | $84,808-17.5% |
| Participation rate | 31.4% | 76.1%-44.7pp | 82.3%-50.9pp | 68.3%-36.9pp |
| Annual return | 17.83% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $938 | $3,561-73.6% | $4,693-80.0% | $2,631-64.3% |
| Participant deferral / active EE | $2,688 | $6,636-59.5% | $7,997-66.4% | $4,212-36.2% |
| Admin fee / account holder | $396 | $8,568-95.4% | $13,435-97.1% | $7,344-94.6% |