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 | $32,959 | $91,190-63.9% | $178,490-81.5% | $79,858-58.7% |
| Participation rate | 56.3% | 69.2%-12.9pp | 81.9%-25.6pp | 69.6%-13.3pp |
| Annual return | 17.33% | 24.19%-6.9pp | 151.07%-133.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $968 | $3,256-70.3% | $5,011-80.7% | $2,471-60.8% |
| Participant deferral / active EE | $3,624 | $3,236+12.0% | $5,202-30.3% | $3,740-3.1% |
| Admin fee / account holder | $1,278 | $6,751-81.1% | $13,984-90.9% | $5,306-75.9% |