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 | $26,948 | $78,672-65.7% | $109,143-75.3% | $85,850-68.6% |
| Participation rate | 26.7% | 68.3%-41.6pp | 75.9%-49.2pp | 69.3%-42.6pp |
| Annual return | 13.82% | 25.09%-11.3pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $755 | $2,735-72.4% | $3,722-79.7% | $2,565-70.6% |
| Participant deferral / active EE | $2,097 | $3,467-39.5% | $4,653-54.9% | $3,952-46.9% |
| Admin fee / account holder | $1,438 | $5,469-73.7% | $6,752-78.7% | $6,260-77.0% |