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 | $42,693 | $87,013-50.9% | $106,213-59.8% | $80,856-47.2% |
| Participation rate | 39.5% | 70.4%-30.9pp | 75.3%-35.8pp | 67.6%-28.1pp |
| Annual return | 13.74% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $952 | $2,395-60.3% | $3,171-70.0% | $2,755-65.5% |
| Participant deferral / active EE | $2,357 | $3,986-40.9% | $5,016-53.0% | $4,296-45.1% |
| Admin fee / account holder | $713 | $8,431-91.5% | $11,033-93.5% | $6,918-89.7% |