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 | $76,684 | $95,453-19.7% | $112,040-31.6% | $82,448-7.0% |
| Participation rate | 36.3% | 72.8%-36.5pp | 76.5%-40.2pp | 68.1%-31.8pp |
| Annual return | 13.74% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,381 | $2,318-40.4% | $2,954-53.2% | $2,551-45.8% |
| Participant deferral / active EE | $2,209 | $4,224-47.7% | $5,098-56.7% | $4,139-46.6% |
| Admin fee / account holder | $18,919 | $9,013+109.9% | $12,098+56.4% | $7,234+161.5% |