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 | $23,859 | $89,355-73.3% | $141,162-83.1% | $72,985-67.3% |
| Participation rate | 41.2% | 75.1%-33.9pp | 82.5%-41.3pp | 69.5%-28.3pp |
| Annual return | 28.91% | 111.85%-82.9pp | 71.39%-42.5pp | 81.00%-52.1pp |
| Employer contribution / active EE | $1,523 | $3,114-51.1% | $4,735-67.8% | $2,440-37.6% |
| Participant deferral / active EE | $4,930 | $5,418-9.0% | $6,709-26.5% | $3,607+36.6% |
| Admin fee / account holder | $1,197 | $5,958-79.9% | $10,261-88.3% | $5,124-76.6% |