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 | $59,953 | $93,571-35.9% | $135,903-55.9% | $75,163-20.2% |
| Participation rate | 47.2% | 75.2%-28.0pp | 81.9%-34.7pp | 67.2%-20.0pp |
| Annual return | 15.81% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,408 | $3,537-60.2% | $4,856-71.0% | $2,670-47.2% |
| Participant deferral / active EE | $2,800 | $6,404-56.3% | $7,758-63.9% | $4,125-32.1% |
| Admin fee / account holder | $17,804 | $6,975+155.2% | $10,762+65.4% | $5,651+215.1% |