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 | $30,502 | $78,672-61.2% | $109,143-72.1% | $85,850-64.5% |
| Participation rate | 61.4% | 68.3%-6.9pp | 75.9%-14.5pp | 69.3%-8.0pp |
| Annual return | 15.85% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,280 | $2,735-53.2% | $3,722-65.6% | $2,565-50.1% |
| Participant deferral / active EE | $2,549 | $3,467-26.5% | $4,653-45.2% | $3,952-35.5% |
| Admin fee / account holder | $2,983 | $5,469-45.5% | $6,752-55.8% | $6,260-52.4% |