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 | $41,810 | $89,753-53.4% | $107,525-61.1% | $84,808-50.7% |
| Participation rate | 67.3% | 68.1%-0.8pp | 75.1%-7.8pp | 68.3%-1.0pp |
| Annual return | 18.35% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,866 | $3,113-40.1% | $3,754-50.3% | $2,631-29.1% |
| Participant deferral / active EE | $1,986 | $4,056-51.0% | $5,116-61.2% | $4,212-52.8% |
| Admin fee / account holder | $4,186 | $7,222-42.0% | $8,919-53.1% | $7,344-43.0% |