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 | $82,232 | $37,426+119.7% | $77,482+6.1% | $79,858+3.0% |
| Participation rate | 20.7% | 41.5%-20.9pp | 54.2%-33.5pp | 69.6%-49.0pp |
| Annual return | 16.83% | 39.70%-22.9pp | 54.79%-38.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $857 | $1,260-32.0% | $1,861-53.9% | $3,740-77.1% |
| Admin fee / account holder | $2,446 | $2,504-2.3% | $2,858-14.4% | $5,306-53.9% |