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 | $22,453 | $72,012-68.8% | $185,823-87.9% | $79,858-71.9% |
| Participation rate | 46.2% | 65.8%-19.6pp | 78.0%-31.9pp | 69.6%-23.5pp |
| Annual return | 12.91% | 23.12%-10.2pp | 35.95%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $919 | $1,965-53.2% | $4,087-77.5% | $2,471-62.8% |
| Participant deferral / active EE | $1,289 | $3,779-65.9% | $5,632-77.1% | $3,740-65.5% |
| Admin fee / account holder | $3,564 | $4,513-21.0% | $9,500-62.5% | $5,306-32.8% |