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 | $22,130 | $57,541-61.5% | $95,745-76.9% | $75,163-70.6% |
| Participation rate | 48.3% | 62.5%-14.2pp | 72.3%-24.0pp | 67.2%-18.9pp |
| Annual return | 22.85% | 34.93%-12.1pp | 28.35%-5.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,619 | $1,808-10.5% | $2,835-42.9% | $2,670-39.4% |
| Participant deferral / active EE | $3,016 | $3,074-1.9% | $4,245-29.0% | $4,125-26.9% |
| Admin fee / account holder | $3,031 | $4,099-26.0% | $5,678-46.6% | $5,651-46.4% |