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 | $27,091 | $95,266-71.6% | $82,389-67.1% | $142,382-81.0% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.5%-13.3pp | 80.1%-23.9pp |
| Annual return | 21.02% | 25.74%-4.7pp | 28.67%-7.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $780 | $2,991-73.9% | $2,517-69.0% | $4,299-81.9% |
| Participant deferral / active EE | $3,863 | $4,809-19.7% | $4,155-7.0% | $6,507-40.6% |
| Admin fee / account holder | $1,368 | $8,563-84.0% | $7,231-81.1% | $12,624-89.2% |