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 9-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 | $31,863 | $84,233-62.2% | $170,442-81.3% | $70,131-54.6% |
| Participation rate | 42.4% | 70.8%-28.4pp | 83.6%-41.2pp | 69.5%-27.1pp |
| Annual return | 13.60% | 23.06%-9.5pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,146 | $3,387-66.2% | $5,433-78.9% | $2,342-51.1% |
| Participant deferral / active EE | $1,762 | $3,086-42.9% | $4,939-64.3% | $3,332-47.1% |
| Admin fee / account holder | $1,790 | $5,698-68.6% | $13,880-87.1% | $4,645-61.5% |