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 | $25,179 | $78,672-68.0% | $109,143-76.9% | $85,850-70.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 20.82% | 25.09%-4.3pp | 25.75%-4.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,332 | $2,735-51.3% | $3,722-64.2% | $2,565-48.1% |
| Participant deferral / active EE | $2,614 | $3,467-24.6% | $4,653-43.8% | $3,952-33.9% |
| Admin fee / account holder | $2,865 | $5,469-47.6% | $6,752-57.6% | $6,260-54.2% |