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 | $42,627 | $86,944-51.0% | $107,525-60.4% | $74,304-42.6% |
| Participation rate | 38.2% | 59.6%-21.3pp | 75.1%-36.9pp | 60.3%-22.1pp |
| Annual return | 18.75% | 23.52%-4.8pp | 181.32%-162.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,115 | $2,757-59.5% | $3,754-70.3% | $2,241-50.2% |
| Participant deferral / active EE | $2,195 | $3,554-38.2% | $5,116-57.1% | $3,767-41.7% |
| Admin fee / account holder | $3,076 | $3,727-17.5% | $8,919-65.5% | $2,969+3.6% |