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 | $80,688 | $102,245-21.1% | $89,340-9.7% | $137,256-41.2% |
| Participation rate | 64.3% | 74.9%-10.6pp | 69.6%-5.3pp | 80.0%-15.7pp |
| Annual return | 14.83% | 21.89%-7.1pp | 20.57%-5.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $285 | $2,529-88.7% | $2,231-87.2% | $4,156-93.1% |
| Participant deferral / active EE | $2,272 | $4,436-48.8% | $3,823-40.6% | $6,407-64.5% |
| Admin fee / account holder | $5,246 | $8,085-35.1% | $6,704-21.7% | $12,270-57.2% |