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 | $72,324 | $101,618-28.8% | $93,063-22.3% | $137,256-47.3% |
| Participation rate | 36.8% | 74.9%-38.1pp | 72.1%-35.3pp | 80.0%-43.1pp |
| Annual return | 13.43% | 223.95%-210.5pp | 34.15%-20.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,650 | $2,707-39.1% | $2,476-33.4% | $4,156-60.3% |
| Participant deferral / active EE | $2,555 | $4,279-40.3% | $3,958-35.4% | $6,407-60.1% |
| Admin fee / account holder | $449 | $6,198-92.8% | $6,033-92.6% | $12,270-96.3% |