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 | $26,026 | $77,899-66.6% | $149,673-82.6% | $75,163-65.4% |
| Participation rate | 42.4% | 65.6%-23.2pp | 78.8%-36.3pp | 67.2%-24.8pp |
| Annual return | 20.37% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,050 | $3,137-66.5% | $4,818-78.2% | $2,670-60.7% |
| Participant deferral / active EE | $1,246 | $3,411-63.5% | $5,680-78.1% | $4,125-69.8% |
| Admin fee / account holder | $670 | $5,956-88.8% | $13,210-94.9% | $5,651-88.1% |