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 | $53,121 | $81,460-34.8% | $103,333-48.6% | $80,856-34.3% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 14.84% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,664 | $3,105-46.4% | $3,868-57.0% | $2,755-39.6% |
| Participant deferral / active EE | $3,065 | $3,869-20.8% | $5,057-39.4% | $4,296-28.7% |
| Admin fee / account holder | $3,807 | $6,566-42.0% | $8,355-54.4% | $6,918-45.0% |