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 6-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 | $33,270 | $80,968-58.9% | $96,544-65.5% | $75,163-55.7% |
| Participation rate | 22.2% | 71.8%-49.5pp | 76.0%-53.7pp | 67.2%-45.0pp |
| Annual return | 30.33% | 27.06%+3.3pp | 25.84%+4.5pp | 160.62%-130.3pp |
| Employer contribution / active EE | $860 | $2,282-62.3% | $2,965-71.0% | $2,670-67.8% |
| Participant deferral / active EE | $2,347 | $3,928-40.3% | $4,851-51.6% | $4,125-43.1% |
| Admin fee / account holder | $2,552 | $6,724-62.1% | $8,252-69.1% | $5,651-54.8% |