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 | $34,813 | $103,966-66.5% | $112,887-69.2% | $75,163-53.7% |
| Participation rate | 35.0% | 75.7%-40.7pp | 80.5%-45.5pp | 67.2%-32.2pp |
| Annual return | 18.42% | 24.54%-6.1pp | 34.10%-15.7pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,399 | $3,870-63.8% | $4,563-69.3% | $2,670-47.6% |
| Participant deferral / active EE | $2,306 | $5,456-57.7% | $6,513-64.6% | $4,125-44.1% |
| Admin fee / account holder | $3,112 | $7,663-59.4% | $7,047-55.8% | $5,651-44.9% |