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 | $31,343 | $60,124-47.9% | $90,404-65.3% | $79,858-60.8% |
| Participation rate | 24.4% | 65.0%-40.5pp | 72.7%-48.2pp | 69.6%-45.2pp |
| Annual return | 16.07% | 71.94%-55.9pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,618 | $2,068-21.7% | $3,262-50.4% | $2,471-34.5% |
| Participant deferral / active EE | $2,752 | $2,938-6.4% | $3,963-30.6% | $3,740-26.4% |
| Admin fee / account holder | $2,173 | $3,976-45.4% | $5,611-61.3% | $5,306-59.0% |