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 | $25,811 | $77,899-66.9% | $149,673-82.8% | $75,163-65.7% |
| Participation rate | 67.6% | 65.6%+2.1pp | 78.8%-11.1pp | 67.2%+0.5pp |
| Annual return | 18.71% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,578 | $3,137-49.7% | $4,818-67.2% | $2,670-40.9% |
| Participant deferral / active EE | $3,393 | $3,411-0.5% | $5,680-40.3% | $4,125-17.7% |
| Admin fee / account holder | $1,708 | $5,956-71.3% | $13,210-87.1% | $5,651-69.8% |