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 | $25,062 | $114,381-78.1% | $107,525-76.7% | $142,382-82.4% |
| Participation rate | 53.8% | 78.1%-24.3pp | 75.1%-21.2pp | 80.1%-26.3pp |
| Annual return | 16.01% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $909 | $4,015-77.4% | $3,754-75.8% | $4,299-78.9% |
| Participant deferral / active EE | $1,818 | $5,564-67.3% | $5,116-64.5% | $6,507-72.1% |
| Admin fee / account holder | $4,219 | $9,860-57.2% | $8,919-52.7% | $12,624-66.6% |