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 | $47,210 | $109,881-57.0% | $150,045-68.5% | $84,808-44.3% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 21.83% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,322 | $3,561-62.9% | $4,693-71.8% | $2,631-49.8% |
| Participant deferral / active EE | $3,266 | $6,636-50.8% | $7,997-59.2% | $4,212-22.4% |
| Admin fee / account holder | $2,047 | $8,568-76.1% | $13,435-84.8% | $7,344-72.1% |