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 | $31,159 | $49,915-37.6% | $154,803-79.9% | $74,304-58.1% |
| Participation rate | 41.3% | 54.0%-12.7pp | 78.1%-36.8pp | 60.3%-19.1pp |
| Annual return | 34.55% | 34.06%+0.5pp | 58.88%-24.3pp | 29.43%+5.1pp |
| Employer contribution / active EE | $515 | $1,611-68.0% | $4,305-88.0% | $2,241-77.0% |
| Participant deferral / active EE | $2,492 | $2,255+10.5% | $5,540-55.0% | $3,767-33.9% |
| Admin fee / account holder | $1,274 | $2,189-41.8% | $14,329-91.1% | $2,969-57.1% |