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 | $57,645 | $109,881-47.5% | $150,045-61.6% | $84,808-32.0% |
| Participation rate | 41.1% | 76.1%-35.0pp | 82.3%-41.2pp | 68.3%-27.2pp |
| Annual return | 20.14% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,835 | $3,561-48.5% | $4,693-60.9% | $2,631-30.3% |
| Participant deferral / active EE | $4,016 | $6,636-39.5% | $7,997-49.8% | $4,212-4.6% |
| Admin fee / account holder | $3,000 | $8,568-65.0% | $13,435-77.7% | $7,344-59.2% |