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 | $47,824 | $95,803-50.1% | $113,168-57.7% | $84,808-43.6% |
| Participation rate | 40.0% | 72.9%-32.9pp | 76.6%-36.6pp | 68.3%-28.3pp |
| Annual return | 13.75% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,510 | $2,360-36.0% | $2,975-49.2% | $2,631-42.6% |
| Participant deferral / active EE | $2,773 | $4,242-34.6% | $5,107-45.7% | $4,212-34.2% |
| Admin fee / account holder | $19,970 | $8,989+122.2% | $12,068+65.5% | $7,344+171.9% |