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 | $30,239 | $95,416-68.3% | $185,823-83.7% | $85,850-64.8% |
| Participation rate | 46.9% | 68.8%-21.9pp | 81.7%-34.8pp | 69.3%-22.4pp |
| Annual return | 13.49% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,651 | $3,314-20.0% | $5,167-48.7% | $2,565+3.4% |
| Participant deferral / active EE | $1,116 | $3,423-67.4% | $5,568-80.0% | $3,952-71.8% |
| Admin fee / account holder | $7,396 | $7,213+2.5% | $16,237-54.4% | $6,260+18.2% |