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 | $36,089 | $162,781-77.8% | $133,956-73.1% | $158,922-77.3% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 14.48% | 41.94%-27.5pp | 45.09%-30.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,224 | $4,975-75.4% | $3,919-68.8% | $4,761-74.3% |
| Participant deferral / active EE | $4,329 | $5,911-26.8% | $5,048-14.2% | $5,982-27.6% |
| Admin fee / account holder | $343 | $11,736-97.1% | $8,927-96.2% | $11,246-96.9% |