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 | $23,829 | $68,719-65.3% | $91,541-74.0% | $84,808-71.9% |
| Participation rate | 64.5% | 64.5%0pp | 69.8%-5.3pp | 68.3%-3.8pp |
| Annual return | 14.13% | 19.12%-5.0pp | 20.50%-6.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,025 | $1,920-46.6% | $2,505-59.1% | $2,631-61.1% |
| Participant deferral / active EE | $1,611 | $3,136-48.6% | $4,008-59.8% | $4,212-61.8% |
| Admin fee / account holder | $3,597 | $5,786-37.8% | $6,956-48.3% | $7,344-51.0% |