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 | $52,982 | $102,245-48.2% | $89,340-40.7% | $137,256-61.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 19.03% | 21.89%-2.9pp | 20.57%-1.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,078 | $2,529-57.4% | $2,231-51.7% | $4,156-74.1% |
| Participant deferral / active EE | $6,474 | $4,436+45.9% | $3,823+69.4% | $6,407+1.0% |
| Admin fee / account holder | $2,175 | $8,085-73.1% | $6,704-67.6% | $12,270-82.3% |