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 | $30,191 | $118,450-74.5% | $98,439-69.3% | $139,434-78.3% |
| Participation rate | 33.3% | 77.4%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 10.13% | 18.94%-8.8pp | 21.16%-11.0pp | 372.94%-362.8pp |
| Employer contribution / active EE | $733 | $3,609-79.7% | $3,048-76.0% | $4,751-84.6% |
| Participant deferral / active EE | $2,537 | $5,392-53.0% | $4,738-46.5% | $6,710-62.2% |
| Admin fee / account holder | $25,622 | $14,026+82.7% | $8,948+186.4% | $11,403+124.7% |