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 | $38,529 | $102,245-62.3% | $89,340-56.9% | $137,256-71.9% |
| Participation rate | 52.6% | 74.9%-22.3pp | 69.6%-16.9pp | 80.0%-27.3pp |
| Annual return | 17.66% | 21.89%-4.2pp | 20.57%-2.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $962 | $2,529-62.0% | $2,231-56.9% | $4,156-76.9% |
| Participant deferral / active EE | $4,437 | $4,4360% | $3,823+16.1% | $6,407-30.8% |
| Admin fee / account holder | $302 | $8,085-96.3% | $6,704-95.5% | $12,270-97.5% |