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 | $30,097 | $77,314-61.1% | $177,989-83.1% | $80,856-62.8% |
| Participation rate | 58.5% | 65.7%-7.2pp | 77.1%-18.5pp | 67.6%-9.1pp |
| Annual return | 13.81% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,176 | $2,292-48.7% | $3,949-70.2% | $2,755-57.3% |
| Participant deferral / active EE | $2,448 | $4,411-44.5% | $6,276-61.0% | $4,296-43.0% |
| Admin fee / account holder | $885 | $7,191-87.7% | $10,363-91.5% | $6,918-87.2% |