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 | $45,825 | $73,933-38.0% | $96,683-52.6% | $75,163-39.0% |
| Participation rate | 44.1% | 66.4%-22.3pp | 74.3%-30.2pp | 67.2%-23.1pp |
| Annual return | 24.27% | 26.70%-2.4pp | 35.69%-11.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,645 | $2,928-43.8% | $3,737-56.0% | $2,670-38.4% |
| Participant deferral / active EE | $3,592 | $3,659-1.8% | $4,878-26.4% | $4,125-12.9% |
| Admin fee / account holder | $3,509 | $5,216-32.7% | $6,730-47.9% | $5,651-37.9% |