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 | $90,927 | $72,277+25.8% | $101,248-10.2% | $79,858+13.9% |
| Participation rate | 31.1% | 68.5%-37.3pp | 75.8%-44.7pp | 69.6%-38.5pp |
| Annual return | 14.76% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,250 | $2,692-53.6% | $3,660-65.8% | $2,471-49.4% |
| Participant deferral / active EE | $2,106 | $3,282-35.8% | $4,370-51.8% | $3,740-43.7% |
| Admin fee / account holder | $864 | $4,400-80.4% | $5,945-85.5% | $5,306-83.7% |