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 | $46,368 | $74,927-38.1% | $101,794-54.4% | $84,808-45.3% |
| Participation rate | 45.5% | 61.4%-15.9pp | 69.2%-23.7pp | 68.3%-22.9pp |
| Annual return | 15.40% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,454 | $1,522-4.4% | $2,289-36.5% | $2,631-44.7% |
| Participant deferral / active EE | $2,934 | $3,099-5.3% | $4,084-28.2% | $4,212-30.3% |
| Admin fee / account holder | $4,699 | $6,514-27.9% | $8,777-46.5% | $7,344-36.0% |