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 6-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 | $47,848 | $109,881-56.5% | $150,045-68.1% | $84,808-43.6% |
| Participation rate | 58.7% | 76.1%-17.4pp | 82.3%-23.6pp | 68.3%-9.6pp |
| Annual return | 18.84% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,013 | $3,561-43.5% | $4,693-57.1% | $2,631-23.5% |
| Participant deferral / active EE | $4,150 | $6,636-37.5% | $7,997-48.1% | $4,212-1.5% |
| Admin fee / account holder | $2,548 | $8,568-70.3% | $13,435-81.0% | $7,344-65.3% |