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 | $40,838 | $83,477-51.1% | $125,175-67.4% | $72,985-44.0% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.5%-16.4pp |
| Annual return | 18.40% | 25.78%-7.4pp | 43.79%-25.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,259 | $2,345-46.3% | $3,865-67.4% | $2,440-48.4% |
| Participant deferral / active EE | $2,133 | $3,585-40.5% | $4,937-56.8% | $3,607-40.9% |
| Admin fee / account holder | $1,502 | $5,517-72.8% | $9,702-84.5% | $5,124-70.7% |