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 | $77,648 | $68,719+13.0% | $91,541-15.2% | $84,808-8.4% |
| Participation rate | 24.0% | 64.5%-40.5pp | 69.8%-45.8pp | 68.3%-44.3pp |
| Annual return | 17.51% | 19.12%-1.6pp | 20.50%-3.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $535 | $1,920-72.1% | $2,505-78.6% | $2,631-79.7% |
| Participant deferral / active EE | $1,804 | $3,136-42.5% | $4,008-55.0% | $4,212-57.2% |
| Admin fee / account holder | $500 | $5,786-91.4% | $6,956-92.8% | $7,344-93.2% |