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 6-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 | $54,449 | $62,127-12.4% | $81,382-33.1% | $74,495-26.9% |
| Participation rate | 30.3% | 64.0%-33.8pp | 69.5%-39.2pp | 67.2%-36.9pp |
| Annual return | 16.60% | 16.48%+0.1pp | 24.73%-8.1pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $835 | $1,882-55.6% | $2,463-66.1% | $2,623-68.2% |
| Participant deferral / active EE | $1,517 | $3,229-53.0% | $3,883-60.9% | $4,346-65.1% |
| Admin fee / account holder | $1,560 | $1,934-19.3% | $5,768-72.9% | $1,942-19.6% |