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 | $82,843 | $48,750+69.9% | $88,946-6.9% | $74,304+11.5% |
| Participation rate | 17.2% | 44.5%-27.3pp | 68.8%-51.7pp | 60.3%-43.2pp |
| Annual return | 19.23% | 25.91%-6.7pp | 57.82%-38.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $930 | $1,255-25.9% | $2,555-63.6% | $2,241-58.5% |
| Participant deferral / active EE | $1,053 | $2,423-56.5% | $4,581-77.0% | $3,767-72.1% |
| Admin fee / account holder | $1,508 | $3,756-59.9% | $8,261-81.7% | $2,969-49.2% |