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 | $34,159 | $117,983-71.0% | $101,794-66.4% | $142,382-76.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 17.90% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $601 | $2,773-78.3% | $2,289-73.8% | $4,299-86.0% |
| Participant deferral / active EE | $2,519 | $4,714-46.6% | $4,084-38.3% | $6,507-61.3% |
| Admin fee / account holder | $3,354 | $10,433-67.9% | $8,777-61.8% | $12,624-73.4% |