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 | $97,602 | $127,065-23.2% | $113,168-13.8% | $142,382-31.5% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 19.30% | 24.03%-4.7pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,557 | $3,442-54.8% | $2,975-47.7% | $4,299-63.8% |
| Participant deferral / active EE | $2,746 | $5,716-52.0% | $5,107-46.2% | $6,507-57.8% |
| Admin fee / account holder | $2,875 | $15,736-81.7% | $12,068-76.2% | $12,624-77.2% |