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 | $46,583 | $89,753-48.1% | $107,525-56.7% | $84,808-45.1% |
| Participation rate | 64.0% | 68.1%-4.1pp | 75.1%-11.1pp | 68.3%-4.3pp |
| Annual return | 18.34% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,653 | $3,113-46.9% | $3,754-56.0% | $2,631-37.2% |
| Participant deferral / active EE | $4,933 | $4,056+21.6% | $5,116-3.6% | $4,212+17.1% |
| Admin fee / account holder | $2,291 | $7,222-68.3% | $8,919-74.3% | $7,344-68.8% |