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 | $73,286 | $57,590+27.3% | $86,233-15.0% | $82,448-11.1% |
| Participation rate | 47.5% | 57.9%-10.4pp | 69.0%-21.5pp | 68.1%-20.6pp |
| Annual return | 14.75% | 22.41%-7.7pp | 61.39%-46.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,354 | $1,655-18.2% | $2,504-45.9% | $2,551-46.9% |
| Participant deferral / active EE | $2,967 | $3,080-3.7% | $4,559-34.9% | $4,139-28.3% |
| Admin fee / account holder | $1,902 | $4,730-59.8% | $8,342-77.2% | $7,234-73.7% |