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 | $58,711 | $89,753-34.6% | $107,525-45.4% | $84,808-30.8% |
| Participation rate | 46.0% | 68.1%-22.1pp | 75.1%-29.1pp | 68.3%-22.3pp |
| Annual return | 16.45% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,357 | $3,113-56.4% | $3,754-63.8% | $2,631-48.4% |
| Participant deferral / active EE | $3,416 | $4,056-15.8% | $5,116-33.2% | $4,212-18.9% |
| Admin fee / account holder | $2,502 | $7,222-65.4% | $8,919-72.0% | $7,344-65.9% |