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 | $49,278 | $54,705-9.9% | $71,209-30.8% | $84,808-41.9% |
| Participation rate | 48.0% | 64.1%-16.1pp | 73.8%-25.8pp | 68.3%-20.3pp |
| Annual return | 19.85% | 35.90%-16.0pp | 282.51%-262.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,774 | $2,158-17.8% | $2,721-34.8% | $2,631-32.6% |
| Participant deferral / active EE | $3,101 | $3,030+2.3% | $4,175-25.7% | $4,212-26.4% |
| Admin fee / account holder | $4,711 | $4,863-3.1% | $5,349-11.9% | $7,344-35.9% |