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 | $19,818 | $54,762-63.8% | $90,281-78.0% | $72,985-72.8% |
| Participation rate | 62.5% | 65.1%-2.6pp | 73.3%-10.8pp | 69.5%-7.0pp |
| Annual return | 22.95% | 30.63%-7.7pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,387 | $2,092-33.7% | $2,854-51.4% | $2,440-43.1% |
| Participant deferral / active EE | $1,816 | $2,887-37.1% | $3,885-53.3% | $3,607-49.7% |
| Admin fee / account holder | $1,443 | $3,972-63.7% | $5,351-73.0% | $5,124-71.8% |