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 | $38,328 | $89,753-57.3% | $107,525-64.4% | $84,808-54.8% |
| Participation rate | 46.3% | 68.1%-21.8pp | 75.1%-28.8pp | 68.3%-22.0pp |
| Annual return | 20.50% | 29.48%-9.0pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,112 | $3,113-32.2% | $3,754-43.7% | $2,631-19.7% |
| Participant deferral / active EE | $4,063 | $4,056+0.2% | $5,116-20.6% | $4,212-3.5% |
| Admin fee / account holder | $4,607 | $7,222-36.2% | $8,919-48.3% | $7,344-37.3% |