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 | $57,553 | $73,787-22.0% | $98,716-41.7% | $82,448-30.2% |
| Participation rate | 30.3% | 61.4%-31.1pp | 69.3%-39.0pp | 68.1%-37.8pp |
| Annual return | 14.23% | 18.57%-4.3pp | 31.81%-17.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,032 | $1,511-31.7% | $2,279-54.7% | $2,551-59.5% |
| Participant deferral / active EE | $2,045 | $3,081-33.6% | $4,048-49.5% | $4,139-50.6% |
| Admin fee / account holder | $2,277 | $6,500-65.0% | $8,703-73.8% | $7,234-68.5% |