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 | $31,816 | $73,933-57.0% | $96,683-67.1% | $75,163-57.7% |
| Participation rate | 35.7% | 66.4%-30.7pp | 74.3%-38.6pp | 67.2%-31.5pp |
| Annual return | 24.90% | 26.70%-1.8pp | 35.69%-10.8pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,121 | $2,928-61.7% | $3,737-70.0% | $2,670-58.0% |
| Participant deferral / active EE | $2,969 | $3,659-18.9% | $4,878-39.1% | $4,125-28.0% |
| Admin fee / account holder | $523 | $5,216-90.0% | $6,730-92.2% | $5,651-90.8% |