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 | $38,563 | $81,460-52.7% | $103,333-62.7% | $80,856-52.3% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 13.83% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,532 | $3,105-50.7% | $3,868-60.4% | $2,755-44.4% |
| Participant deferral / active EE | $3,257 | $3,869-15.8% | $5,057-35.6% | $4,296-24.2% |
| Admin fee / account holder | $15,209 | $6,566+131.6% | $8,355+82.0% | $6,918+119.8% |