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 | $54,300 | $93,571-42.0% | $135,903-60.0% | $75,163-27.8% |
| Participation rate | 45.7% | 75.2%-29.5pp | 81.9%-36.2pp | 67.2%-21.5pp |
| Annual return | 25.62% | 30.90%-5.3pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $1,597 | $3,537-54.8% | $4,856-67.1% | $2,670-40.2% |
| Participant deferral / active EE | $3,335 | $6,404-47.9% | $7,758-57.0% | $4,125-19.2% |
| Admin fee / account holder | $317 | $6,975-95.5% | $10,762-97.1% | $5,651-94.4% |