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 | $29,583 | $103,376-71.4% | $87,100-66.0% | $152,861-80.6% |
| Participation rate | 52.2% | 79.3%-27.2pp | 76.9%-24.7pp | 82.4%-30.3pp |
| Annual return | 16.35% | 28.10%-11.8pp | 28.19%-11.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,145 | $3,220-64.4% | $2,521-54.6% | $4,762-76.0% |
| Participant deferral / active EE | $3,436 | $4,778-28.1% | $4,049-15.1% | $5,850-41.3% |
| Admin fee / account holder | $16,254 | $12,205+33.2% | $7,497+116.8% | $11,596+40.2% |