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 | $58,823 | $109,881-46.5% | $150,045-60.8% | $84,808-30.6% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 19.76% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,339 | $3,561-62.4% | $4,693-71.5% | $2,631-49.1% |
| Participant deferral / active EE | $3,363 | $6,636-49.3% | $7,997-57.9% | $4,212-20.1% |
| Admin fee / account holder | $408 | $8,568-95.2% | $13,435-97.0% | $7,344-94.4% |