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 | $39,982 | $89,753-55.5% | $107,525-62.8% | $84,808-52.9% |
| Participation rate | 37.3% | 68.1%-30.7pp | 75.1%-37.8pp | 68.3%-31.0pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $963 | $3,113-69.1% | $3,754-74.3% | $2,631-63.4% |
| Participant deferral / active EE | $2,262 | $4,056-44.2% | $5,116-55.8% | $4,212-46.3% |
| Admin fee / account holder | $2,674 | $7,222-63.0% | $8,919-70.0% | $7,344-63.6% |