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 | $37,177 | $72,277-48.6% | $101,248-63.3% | $79,858-53.4% |
| Participation rate | 20.7% | 68.5%-47.8pp | 75.8%-55.1pp | 69.6%-48.9pp |
| Annual return | 16.77% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $706 | $2,692-73.8% | $3,660-80.7% | $2,471-71.4% |
| Participant deferral / active EE | $1,818 | $3,282-44.6% | $4,370-58.4% | $3,740-51.4% |
| Admin fee / account holder | $4,028 | $4,400-8.5% | $5,945-32.2% | $5,306-24.1% |