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 | $34,642 | $80,717-57.1% | $154,803-77.6% | $84,808-59.2% |
| Participation rate | 60.8% | 66.8%-6.1pp | 78.1%-17.3pp | 68.3%-7.6pp |
| Annual return | 23.54% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,235 | $2,761-55.3% | $4,305-71.3% | $2,631-53.1% |
| Participant deferral / active EE | $2,934 | $3,303-11.2% | $5,540-47.0% | $4,212-30.3% |
| Admin fee / account holder | $9,044 | $6,746+34.1% | $14,329-36.9% | $7,344+23.2% |