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 | $51,372 | $117,983-56.5% | $101,794-49.5% | $142,382-63.9% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 13.57% | 36.92%-23.3pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,121 | $2,773-59.6% | $2,289-51.0% | $4,299-73.9% |
| Participant deferral / active EE | $2,880 | $4,714-38.9% | $4,084-29.5% | $6,507-55.7% |
| Admin fee / account holder | $10,473 | $10,433+0.4% | $8,777+19.3% | $12,624-17.0% |