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 | $61,538 | $80,968-24.0% | $96,544-36.3% | $75,163-18.1% |
| Participation rate | 48.3% | 71.8%-23.5pp | 76.0%-27.7pp | 67.2%-18.9pp |
| Annual return | 15.29% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,584 | $2,282-30.6% | $2,965-46.6% | $2,670-40.7% |
| Participant deferral / active EE | $2,713 | $3,928-30.9% | $4,851-44.1% | $4,125-34.2% |
| Admin fee / account holder | $2,053 | $6,724-69.5% | $8,252-75.1% | $5,651-63.7% |