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 | $58,617 | $81,460-28.0% | $103,333-43.3% | $80,856-27.5% |
| Participation rate | 45.3% | 66.8%-21.6pp | 74.5%-29.2pp | 67.6%-22.4pp |
| Annual return | 14.99% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,292 | $3,105-58.4% | $3,868-66.6% | $2,755-53.1% |
| Participant deferral / active EE | $2,643 | $3,869-31.7% | $5,057-47.7% | $4,296-38.5% |
| Admin fee / account holder | $3,713 | $6,566-43.5% | $8,355-55.6% | $6,918-46.3% |