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 | $32,933 | $65,561-49.8% | $91,541-64.0% | $74,304-55.7% |
| Participation rate | 54.5% | 56.6%-2.1pp | 69.8%-15.3pp | 60.3%-5.9pp |
| Annual return | 12.81% | 17.68%-4.9pp | 20.50%-7.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $872 | $1,717-49.2% | $2,505-65.2% | $2,241-61.1% |
| Participant deferral / active EE | $2,353 | $2,918-19.4% | $4,008-41.3% | $3,767-37.5% |
| Admin fee / account holder | $9,716 | $3,333+191.6% | $6,956+39.7% | $2,969+227.3% |