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 | $33,040 | $89,753-63.2% | $107,525-69.3% | $84,808-61.0% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 18.57% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,771 | $3,113-43.1% | $3,754-52.8% | $2,631-32.7% |
| Participant deferral / active EE | $3,920 | $4,056-3.4% | $5,116-23.4% | $4,212-6.9% |
| Admin fee / account holder | $423 | $7,222-94.1% | $8,919-95.3% | $7,344-94.2% |