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 | $23,013 | $80,717-71.5% | $154,803-85.1% | $84,808-72.9% |
| Participation rate | 42.5% | 66.8%-24.3pp | 78.1%-35.5pp | 68.3%-25.8pp |
| Annual return | 16.23% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $698 | $2,761-74.7% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $2,194 | $3,303-33.6% | $5,540-60.4% | $4,212-47.9% |
| Admin fee / account holder | $5,016 | $6,746-25.6% | $14,329-65.0% | $7,344-31.7% |