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 | $39,961 | $81,460-50.9% | $103,333-61.3% | $80,856-50.6% |
| Participation rate | 35.2% | 66.8%-31.7pp | 74.5%-39.3pp | 67.6%-32.5pp |
| Annual return | 14.72% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,188 | $3,105-61.8% | $3,868-69.3% | $2,755-56.9% |
| Participant deferral / active EE | $2,335 | $3,869-39.7% | $5,057-53.8% | $4,296-45.7% |
| Admin fee / account holder | $1,316 | $6,566-80.0% | $8,355-84.3% | $6,918-81.0% |