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 | $25,660 | $76,367-66.4% | $93,606-72.6% | $72,985-64.8% |
| Participation rate | 55.2% | 71.7%-16.6pp | 75.8%-20.7pp | 69.5%-14.3pp |
| Annual return | 18.43% | 25.82%-7.4pp | 32.76%-14.3pp | 81.00%-62.6pp |
| Employer contribution / active EE | $956 | $2,275-58.0% | $2,718-64.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,367 | $3,538-61.4% | $4,069-66.4% | $3,607-62.1% |
| Admin fee / account holder | $546 | $6,838-92.0% | $7,888-93.1% | $5,124-89.3% |