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 | $28,177 | $85,022-66.9% | $70,515-60.0% | $139,434-79.8% |
| Participation rate | 28.6% | 73.9%-45.3pp | 68.3%-39.8pp | 80.3%-51.7pp |
| Annual return | 18.89% | 30.38%-11.5pp | 32.77%-13.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,416 | $3,909-63.8% | $2,973-52.4% | $4,751-70.2% |
| Participant deferral / active EE | $2,030 | $5,890-65.5% | $4,567-55.6% | $6,710-69.8% |
| Admin fee / account holder | $3,007 | $8,906-66.2% | $6,412-53.1% | $11,403-73.6% |