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 | $37,860 | $70,428-46.2% | $96,562-60.8% | $85,850-55.9% |
| Participation rate | 27.6% | 61.8%-34.2pp | 69.8%-42.2pp | 69.3%-41.7pp |
| Annual return | 13.76% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $533 | $1,413-62.2% | $2,356-77.4% | $2,565-79.2% |
| Participant deferral / active EE | $1,850 | $2,894-36.1% | $3,849-51.9% | $3,952-53.2% |
| Admin fee / account holder | $2,095 | $4,997-58.1% | $6,181-66.1% | $6,260-66.5% |