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 | $32,159 | $56,053-42.6% | $75,972-57.7% | $80,856-60.2% |
| Participation rate | 29.6% | 62.0%-32.4pp | 69.1%-39.5pp | 67.6%-38.0pp |
| Annual return | 14.41% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.2pp |
| Employer contribution / active EE | $874 | $1,874-53.4% | $2,685-67.4% | $2,755-68.3% |
| Participant deferral / active EE | $1,954 | $3,052-36.0% | $4,255-54.1% | $4,296-54.5% |
| Admin fee / account holder | $1,722 | $5,234-67.1% | $6,467-73.4% | $6,918-75.1% |