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 | $41,437 | $94,625-56.2% | $116,228-64.3% | $84,808-51.1% |
| Participation rate | 44.1% | 70.4%-26.4pp | 74.6%-30.5pp | 68.3%-24.2pp |
| Annual return | 16.44% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,231 | $2,347-47.5% | $2,994-58.9% | $2,631-53.2% |
| Participant deferral / active EE | $2,566 | $3,972-35.4% | $4,953-48.2% | $4,212-39.1% |
| Admin fee / account holder | $2,383 | $10,091-76.4% | $11,989-80.1% | $7,344-67.5% |