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 | $57,248 | $81,248-29.5% | $155,509-63.2% | $80,856-29.2% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 19.23% | 33.31%-14.1pp | 64.67%-45.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,222 | $3,100-28.3% | $4,672-52.4% | $2,755-19.3% |
| Participant deferral / active EE | $5,604 | $3,452+62.4% | $5,626-0.4% | $4,296+30.5% |
| Admin fee / account holder | $2,901 | $7,997-63.7% | $15,912-81.8% | $6,918-58.1% |