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 | $30,073 | $113,339-73.5% | $94,993-68.3% | $147,584-79.6% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.9%-15.6pp | 82.8%-24.5pp |
| Annual return | 14.33% | 20.77%-6.4pp | 27.12%-12.8pp | 578.55%-564.2pp |
| Employer contribution / active EE | $174 | $3,160-94.5% | $2,603-93.3% | $4,876-96.4% |
| Participant deferral / active EE | $1,110 | $3,777-70.6% | $3,317-66.6% | $5,439-79.6% |
| Admin fee / account holder | $12,027 | $6,063+98.4% | $4,960+142.5% | $10,885+10.5% |