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 | $30,989 | $58,208-46.8% | $81,812-62.1% | $80,856-61.7% |
| Participation rate | 20.7% | 63.4%-42.7pp | 72.3%-51.7pp | 67.6%-46.9pp |
| Annual return | 10.90% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $470 | $2,340-79.9% | $2,912-83.8% | $2,755-82.9% |
| Participant deferral / active EE | $1,108 | $3,281-66.2% | $4,319-74.3% | $4,296-74.2% |
| Admin fee / account holder | $761 | $4,981-84.7% | $7,386-89.7% | $6,918-89.0% |