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 | $45,216 | $88,672-49.0% | $105,223-57.0% | $82,448-45.2% |
| Participation rate | 56.9% | 67.9%-11.1pp | 75.0%-18.2pp | 68.1%-11.2pp |
| Annual return | 19.83% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,222 | $3,048-27.1% | $3,689-39.8% | $2,551-12.9% |
| Participant deferral / active EE | $6,881 | $4,036+70.5% | $5,072+35.7% | $4,139+66.2% |
| Admin fee / account holder | $3,040 | $7,146-57.5% | $8,859-65.7% | $7,234-58.0% |