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 | $29,743 | $56,053-46.9% | $75,972-60.9% | $80,856-63.2% |
| Participation rate | 56.4% | 62.0%-5.7pp | 69.1%-12.7pp | 67.6%-11.3pp |
| Annual return | 12.12% | 20.53%-8.4pp | 359.55%-347.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,300 | $1,874-30.6% | $2,685-51.6% | $2,755-52.8% |
| Participant deferral / active EE | $2,715 | $3,052-11.0% | $4,255-36.2% | $4,296-36.8% |
| Admin fee / account holder | $1,730 | $5,234-66.9% | $6,467-73.2% | $6,918-75.0% |