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 | $72,355 | $80,717-10.4% | $154,803-53.3% | $84,808-14.7% |
| Participation rate | 42.2% | 66.8%-24.6pp | 78.1%-35.8pp | 68.3%-26.1pp |
| Annual return | 18.67% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,085 | $2,761-60.7% | $4,305-74.8% | $2,631-58.8% |
| Participant deferral / active EE | $2,711 | $3,303-17.9% | $5,540-51.1% | $4,212-35.6% |
| Admin fee / account holder | $2,124 | $6,746-68.5% | $14,329-85.2% | $7,344-71.1% |