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 | $86,548 | $76,367+13.3% | $93,606-7.5% | $72,985+18.6% |
| Participation rate | 50.7% | 71.7%-21.1pp | 75.8%-25.2pp | 69.5%-18.8pp |
| Annual return | 22.51% | 25.82%-3.3pp | 32.76%-10.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $490 | $2,275-78.5% | $2,718-82.0% | $2,440-79.9% |
| Participant deferral / active EE | $2,559 | $3,538-27.7% | $4,069-37.1% | $3,607-29.1% |
| Admin fee / account holder | $4,944 | $6,838-27.7% | $7,888-37.3% | $5,124-3.5% |