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 | $32,064 | $81,248-60.5% | $155,509-79.4% | $80,856-60.3% |
| Participation rate | 35.8% | 66.2%-30.4pp | 78.2%-42.3pp | 67.6%-31.8pp |
| Annual return | 13.05% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,093 | $3,100-64.8% | $4,672-76.6% | $2,755-60.3% |
| Participant deferral / active EE | $1,167 | $3,452-66.2% | $5,626-79.3% | $4,296-72.8% |
| Admin fee / account holder | $907 | $7,997-88.7% | $15,912-94.3% | $6,918-86.9% |