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 | $80,409 | $89,753-10.4% | $107,525-25.2% | $84,808-5.2% |
| Participation rate | 27.1% | 68.1%-41.0pp | 75.1%-48.0pp | 68.3%-41.2pp |
| Annual return | 18.94% | 29.48%-10.5pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,162 | $3,113-62.7% | $3,754-69.1% | $2,631-55.8% |
| Participant deferral / active EE | $2,569 | $4,056-36.7% | $5,116-49.8% | $4,212-39.0% |
| Admin fee / account holder | $5,484 | $7,222-24.1% | $8,919-38.5% | $7,344-25.3% |