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 | $106,143 | $127,065-16.5% | $113,168-6.2% | $142,382-25.5% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 17.68% | 24.03%-6.4pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,107 | $3,442-67.9% | $2,975-62.8% | $4,299-74.3% |
| Participant deferral / active EE | $6,072 | $5,716+6.2% | $5,107+18.9% | $6,507-6.7% |
| Admin fee / account holder | $1,016 | $15,736-93.5% | $12,068-91.6% | $12,624-92.0% |