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 | $38,071 | $71,050-46.4% | $93,606-59.3% | $80,856-52.9% |
| Participation rate | 46.7% | 60.4%-13.7pp | 68.7%-22.1pp | 67.6%-21.0pp |
| Annual return | 13.06% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,644 | $1,564+5.2% | $2,420-32.1% | $2,755-40.3% |
| Participant deferral / active EE | $2,963 | $4,034-26.5% | $4,411-32.8% | $4,296-31.0% |
| Admin fee / account holder | $7,895 | $6,945+13.7% | $8,285-4.7% | $6,918+14.1% |