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 | $53,508 | $85,202-37.2% | $172,739-69.0% | $72,985-26.7% |
| Participation rate | 58.8% | 70.1%-11.2pp | 82.6%-23.8pp | 69.5%-10.7pp |
| Annual return | 19.16% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $676 | $3,324-79.7% | $5,143-86.9% | $2,440-72.3% |
| Participant deferral / active EE | $1,540 | $3,260-52.8% | $5,198-70.4% | $3,607-57.3% |
| Admin fee / account holder | $563 | $5,884-90.4% | $13,954-96.0% | $5,124-89.0% |