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 | $49,926 | $93,170-46.4% | $100,534-50.3% | $84,808-41.1% |
| Participation rate | 33.7% | 75.8%-42.1pp | 80.6%-46.9pp | 68.3%-34.6pp |
| Annual return | 15.01% | 47.13%-32.1pp | 32.66%-17.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,259 | $3,985-68.4% | $4,346-71.0% | $2,631-52.1% |
| Participant deferral / active EE | $1,998 | $5,699-64.9% | $6,144-67.5% | $4,212-52.6% |
| Admin fee / account holder | $1,648 | $7,382-77.7% | $7,654-78.5% | $7,344-77.6% |