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 | $41,112 | $109,413-62.4% | $156,263-73.7% | $84,808-51.5% |
| Participation rate | 57.8% | 72.7%-14.9pp | 78.9%-21.1pp | 68.3%-10.5pp |
| Annual return | 21.46% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,039 | $2,907-29.8% | $4,333-52.9% | $2,631-22.5% |
| Participant deferral / active EE | $2,347 | $4,590-48.9% | $6,158-61.9% | $4,212-44.3% |
| Admin fee / account holder | $680 | $9,357-92.7% | $14,255-95.2% | $7,344-90.7% |