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 | $18,715 | $85,202-78.0% | $172,739-89.2% | $72,985-74.4% |
| Participation rate | 45.1% | 70.1%-25.0pp | 82.6%-37.5pp | 69.5%-24.4pp |
| Annual return | 25.63% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $469 | $3,324-85.9% | $5,143-90.9% | $2,440-80.8% |
| Participant deferral / active EE | $2,522 | $3,260-22.6% | $5,198-51.5% | $3,607-30.1% |
| Admin fee / account holder | $2,874 | $5,884-51.2% | $13,954-79.4% | $5,124-43.9% |