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 | $65,170 | $56,060+16.2% | $76,002-14.3% | $80,874-19.4% |
| Participation rate | 33.3% | 62.0%-28.7pp | 69.1%-35.7pp | 67.6%-34.3pp |
| Annual return | 10.56% | 20.54%-10.0pp | 360.07%-349.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $850 | $1,873-54.7% | $2,688-68.4% | $2,756-69.2% |
| Participant deferral / active EE | $1,556 | $3,051-49.0% | $4,257-63.4% | $4,297-63.8% |
| Admin fee / account holder | $1,745 | $5,237-66.7% | $6,414-72.8% | $6,935-74.8% |