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 | $81,446-36.4% | $103,374-49.9% | $80,874-36.0% |
| Participation rate | 59.5% | 66.9%-7.4pp | 74.5%-15.1pp | 67.6%-8.2pp |
| Annual return | 17.93% | 25.57%-7.6pp | 24.89%-7.0pp | 35.62%-17.7pp |
| Employer contribution / active EE | $2,176 | $3,107-30.0% | $3,869-43.8% | $2,756-21.0% |
| Participant deferral / active EE | $3,976 | $3,870+2.7% | $5,058-21.4% | $4,297-7.5% |
| Admin fee / account holder | $11,210 | $6,715+66.9% | $8,394+33.5% | $6,935+61.6% |