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 | $51,800 | $81,460-36.4% | $103,333-49.9% | $80,856-35.9% |
| Participation rate | 43.2% | 66.8%-23.6pp | 74.5%-31.3pp | 67.6%-24.4pp |
| Annual return | 12.35% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,797 | $3,105-42.1% | $3,868-53.5% | $2,755-34.8% |
| Participant deferral / active EE | $4,530 | $3,869+17.1% | $5,057-10.4% | $4,296+5.5% |
| Admin fee / account holder | $10,689 | $6,566+62.8% | $8,355+27.9% | $6,918+54.5% |