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 | $63,374 | $91,190-30.5% | $178,490-64.5% | $79,858-20.6% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.5pp | 69.6%-10.3pp |
| Annual return | 14.71% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $656 | $3,256-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,606 | $3,236-50.4% | $5,202-69.1% | $3,740-57.1% |
| Admin fee / account holder | $1,254 | $6,751-81.4% | $13,984-91.0% | $5,306-76.4% |