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 | $38,955 | $72,277-46.1% | $101,248-61.5% | $79,858-51.2% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 18.08% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,439 | $2,692-46.5% | $3,660-60.7% | $2,471-41.8% |
| Participant deferral / active EE | $2,790 | $3,282-15.0% | $4,370-36.2% | $3,740-25.4% |
| Admin fee / account holder | $4,644 | $4,400+5.5% | $5,945-21.9% | $5,306-12.5% |