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 | $29,179 | $78,422-62.8% | $95,952-69.6% | $79,858-63.5% |
| Participation rate | 34.7% | 73.5%-38.8pp | 77.1%-42.4pp | 69.6%-35.0pp |
| Annual return | 16.79% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,036 | $1,945-46.8% | $2,541-59.2% | $2,471-58.1% |
| Participant deferral / active EE | $2,230 | $3,440-35.2% | $4,167-46.5% | $3,740-40.4% |
| Admin fee / account holder | $1,732 | $5,622-69.2% | $6,795-74.5% | $5,306-67.4% |