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 | $35,112 | $117,983-70.2% | $101,794-65.5% | $142,382-75.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 20.12% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $966 | $2,773-65.2% | $2,289-57.8% | $4,299-77.5% |
| Participant deferral / active EE | $5,259 | $4,714+11.6% | $4,084+28.8% | $6,507-19.2% |
| Admin fee / account holder | $413 | $10,433-96.0% | $8,777-95.3% | $12,624-96.7% |