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 | $37,088 | $101,724-63.5% | $164,813-77.5% | $80,856-54.1% |
| Participation rate | 66.0% | 71.8%-5.8pp | 78.6%-12.6pp | 67.6%-1.6pp |
| Annual return | 16.66% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,074 | $2,953-29.8% | $4,341-52.2% | $2,755-24.7% |
| Participant deferral / active EE | $4,439 | $4,477-0.9% | $6,031-26.4% | $4,296+3.3% |
| Admin fee / account holder | $4,685 | $8,227-43.1% | $12,690-63.1% | $6,918-32.3% |