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 | $21,650 | $167,307-87.1% | $143,757-84.9% | $134,475-83.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | 11.06% | 0.46%+10.6pp | -0.04%+11.1pp | 417.96%-406.9pp |
| Employer contribution / active EE | $1,620 | $5,619-71.2% | $4,951-67.3% | $4,740-65.8% |
| Participant deferral / active EE | $4,455 | $6,446-30.9% | $5,637-21.0% | $6,400-30.4% |
| Admin fee / account holder | $8,498 | $18,088-53.0% | $14,673-42.1% | $11,426-25.6% |