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 | $33,058 | $117,983-72.0% | $101,794-67.5% | $142,382-76.8% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.2%-40.6pp | 80.1%-51.5pp |
| Annual return | 12.67% | 36.92%-24.2pp | 30.53%-17.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $516 | $2,773-81.4% | $2,289-77.5% | $4,299-88.0% |
| Participant deferral / active EE | $1,660 | $4,714-64.8% | $4,084-59.4% | $6,507-74.5% |
| Admin fee / account holder | $18,826 | $10,433+80.4% | $8,777+114.5% | $12,624+49.1% |