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 | $25,229 | $78,672-67.9% | $109,143-76.9% | $85,850-70.6% |
| Participation rate | 43.8% | 68.3%-24.5pp | 75.9%-32.1pp | 69.3%-25.6pp |
| Annual return | 16.19% | 25.09%-8.9pp | 25.75%-9.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,398 | $2,735-48.9% | $3,722-62.4% | $2,565-45.5% |
| Participant deferral / active EE | $2,200 | $3,467-36.5% | $4,653-52.7% | $3,952-44.3% |
| Admin fee / account holder | $396 | $5,469-92.8% | $6,752-94.1% | $6,260-93.7% |