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 6-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 | $28,818 | $73,933-61.0% | $96,683-70.2% | $75,163-61.7% |
| Participation rate | 32.5% | 66.4%-33.9pp | 74.3%-41.8pp | 67.2%-34.7pp |
| Annual return | 22.98% | 26.70%-3.7pp | 35.69%-12.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,125 | $2,928-61.6% | $3,737-69.9% | $2,670-57.9% |
| Participant deferral / active EE | $1,660 | $3,659-54.6% | $4,878-66.0% | $4,125-59.8% |
| Admin fee / account holder | $1,473 | $5,216-71.8% | $6,730-78.1% | $5,651-73.9% |