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 | $51,781 | $81,460-36.4% | $103,333-49.9% | $80,856-36.0% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 17.93% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,176 | $3,105-29.9% | $3,868-43.7% | $2,755-21.0% |
| Participant deferral / active EE | $3,976 | $3,869+2.8% | $5,057-21.4% | $4,296-7.4% |
| Admin fee / account holder | $11,210 | $6,566+70.7% | $8,355+34.2% | $6,918+62.0% |