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 | $32,645 | $78,422-58.4% | $95,952-66.0% | $79,858-59.1% |
| Participation rate | 56.8% | 73.5%-16.7pp | 77.1%-20.3pp | 69.6%-12.9pp |
| Annual return | 18.21% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,473 | $1,945-24.3% | $2,541-42.0% | $2,471-40.4% |
| Participant deferral / active EE | $3,022 | $3,440-12.2% | $4,167-27.5% | $3,740-19.2% |
| Admin fee / account holder | $318 | $5,622-94.3% | $6,795-95.3% | $5,306-94.0% |