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 | $22,172 | $95,266-76.7% | $82,389-73.1% | $142,382-84.4% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.5%-24.5pp | 80.1%-35.1pp |
| Annual return | 13.62% | 25.74%-12.1pp | 28.67%-15.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,043 | $2,991-65.1% | $2,517-58.6% | $4,299-75.7% |
| Participant deferral / active EE | $2,072 | $4,809-56.9% | $4,155-50.1% | $6,507-68.2% |
| Admin fee / account holder | $21,062 | $8,563+146.0% | $7,231+191.3% | $12,624+66.8% |