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 | $44,517 | $48,750-8.7% | $88,946-49.9% | $74,304-40.1% |
| Participation rate | 23.1% | 44.5%-21.4pp | 68.8%-45.7pp | 60.3%-37.2pp |
| Annual return | 15.32% | 25.91%-10.6pp | 57.82%-42.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $559 | $1,255-55.4% | $2,555-78.1% | $2,241-75.0% |
| Participant deferral / active EE | $1,001 | $2,423-58.7% | $4,581-78.1% | $3,767-73.4% |
| Admin fee / account holder | $3,217 | $3,756-14.4% | $8,261-61.1% | $2,969+8.3% |