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 | $28,006 | $76,367-63.3% | $93,606-70.1% | $72,985-61.6% |
| Participation rate | 43.4% | 71.7%-28.3pp | 75.8%-32.4pp | 69.5%-26.1pp |
| Annual return | 23.69% | 25.82%-2.1pp | 32.76%-9.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,039 | $2,275-54.3% | $2,718-61.8% | $2,440-57.4% |
| Participant deferral / active EE | $1,743 | $3,538-50.7% | $4,069-57.2% | $3,607-51.7% |
| Admin fee / account holder | $2,129 | $6,838-68.9% | $7,888-73.0% | $5,124-58.5% |