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 | $53,278 | $76,407-30.3% | $150,298-64.6% | $82,448-35.4% |
| Participation rate | 65.1% | 66.4%-1.3pp | 77.8%-12.6pp | 68.1%-3.0pp |
| Annual return | 20.03% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,018 | $2,614-61.1% | $4,154-75.5% | $2,551-60.1% |
| Participant deferral / active EE | $4,825 | $3,214+50.1% | $5,453-11.5% | $4,139+16.6% |
| Admin fee / account holder | $3,964 | $6,352-37.6% | $14,116-71.9% | $7,234-45.2% |