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 | $36,464 | $72,277-49.5% | $101,248-64.0% | $79,858-54.3% |
| Participation rate | 18.4% | 68.5%-50.0pp | 75.8%-57.4pp | 69.6%-51.2pp |
| Annual return | 21.40% | 22.30%-0.9pp | 46.47%-25.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $670 | $2,692-75.1% | $3,660-81.7% | $2,471-72.9% |
| Participant deferral / active EE | $1,693 | $3,282-48.4% | $4,370-61.3% | $3,740-54.7% |
| Admin fee / account holder | $477 | $4,400-89.2% | $5,945-92.0% | $5,306-91.0% |