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 | $62,151 | $48,750+27.5% | $88,946-30.1% | $74,304-16.4% |
| Participation rate | 36.1% | 44.5%-8.4pp | 68.8%-32.8pp | 60.3%-24.3pp |
| Annual return | 22.30% | 25.91%-3.6pp | 57.82%-35.5pp | 29.43%-7.1pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,444 | $2,423+42.1% | $4,581-24.8% | $3,767-8.6% |
| Admin fee / account holder | $3,099 | $3,756-17.5% | $8,261-62.5% | $2,969+4.4% |