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 | $42,076 | $109,881-61.7% | $150,045-72.0% | $84,808-50.4% |
| Participation rate | 46.7% | 76.1%-29.4pp | 82.3%-35.7pp | 68.3%-21.6pp |
| Annual return | 17.66% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,160 | $3,561-39.4% | $4,693-54.0% | $2,631-17.9% |
| Participant deferral / active EE | $5,183 | $6,636-21.9% | $7,997-35.2% | $4,212+23.1% |
| Admin fee / account holder | $2,399 | $8,568-72.0% | $13,435-82.1% | $7,344-67.3% |