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 | $29,440 | $65,409-55.0% | $98,442-70.1% | $85,850-65.7% |
| Participation rate | 57.6% | 65.0%-7.4pp | 73.3%-15.7pp | 69.3%-11.7pp |
| Annual return | 19.42% | 21.76%-2.3pp | 1492.73%-1473.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $2,232 | $2,168+3.0% | $2,960-24.6% | $2,565-13.0% |
| Participant deferral / active EE | $2,462 | $3,166-22.2% | $4,276-42.4% | $3,952-37.7% |
| Admin fee / account holder | $2,441 | $4,593-46.9% | $5,949-59.0% | $6,260-61.0% |