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 | $44,380 | $51,576-14.0% | $129,207-65.7% | $80,856-45.1% |
| Participation rate | 17.0% | 57.0%-40.0pp | 69.6%-52.6pp | 67.6%-50.6pp |
| Annual return | 12.66% | 20.81%-8.2pp | 9417.33%-9404.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $651 | $1,584-58.9% | $4,153-84.3% | $2,755-76.4% |
| Participant deferral / active EE | $1,170 | $2,669-56.2% | $4,168-71.9% | $4,296-72.8% |
| Admin fee / account holder | $1,815 | $4,305-57.8% | $7,715-76.5% | $6,918-73.8% |