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 | $29,967 | $67,823-55.8% | $52,425-42.8% | $137,256-78.2% |
| Participation rate | 44.4% | 63.9%-19.5pp | 55.6%-11.2pp | 80.0%-35.5pp |
| Annual return | 19.15% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $757 | $1,163-34.9% | $914-17.2% | $4,156-81.8% |
| Participant deferral / active EE | $1,309 | $2,288-42.8% | $1,790-26.9% | $6,407-79.6% |
| Admin fee / account holder | $1,183 | $2,844-58.4% | $2,495-52.6% | $12,270-90.4% |