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 4-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 | $31,434 | $117,983-73.4% | $101,794-69.1% | $142,382-77.9% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.2%-25.4pp | 80.1%-36.4pp |
| Annual return | 18.43% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $979 | $2,773-64.7% | $2,289-57.3% | $4,299-77.2% |
| Participant deferral / active EE | $2,671 | $4,714-43.3% | $4,084-34.6% | $6,507-59.0% |
| Admin fee / account holder | $887 | $10,433-91.5% | $8,777-89.9% | $12,624-93.0% |