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 | $30,224 | $70,669-57.2% | $169,368-82.2% | $75,163-59.8% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.1%-27.1pp | 67.2%-17.2pp |
| Annual return | 23.02% | 36.36%-13.3pp | 405.60%-382.6pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,766 | $2,211-20.1% | $4,013-56.0% | $2,670-33.9% |
| Participant deferral / active EE | $4,085 | $4,311-5.2% | $6,221-34.3% | $4,125-1.0% |
| Admin fee / account holder | $980 | $5,402-81.9% | $9,003-89.1% | $5,651-82.7% |