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 | $26,725 | $77,314-65.4% | $177,989-85.0% | $80,856-66.9% |
| Participation rate | 63.4% | 65.7%-2.3pp | 77.1%-13.6pp | 67.6%-4.2pp |
| Annual return | 21.56% | 18.09%+3.5pp | 294.48%-272.9pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,217 | $2,292-46.9% | $3,949-69.2% | $2,755-55.8% |
| Participant deferral / active EE | $2,058 | $4,411-53.3% | $6,276-67.2% | $4,296-52.1% |
| Admin fee / account holder | $1,446 | $7,191-79.9% | $10,363-86.0% | $6,918-79.1% |