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 | $38,507 | $81,460-52.7% | $103,333-62.7% | $80,856-52.4% |
| Participation rate | 48.2% | 66.8%-18.6pp | 74.5%-26.3pp | 67.6%-19.4pp |
| Annual return | 13.04% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,194 | $3,105-61.6% | $3,868-69.1% | $2,755-56.7% |
| Participant deferral / active EE | $3,206 | $3,869-17.1% | $5,057-36.6% | $4,296-25.4% |
| Admin fee / account holder | $11,487 | $6,566+74.9% | $8,355+37.5% | $6,918+66.0% |