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 | $53,923 | $91,552-41.1% | $133,956-59.7% | $79,858-32.5% |
| Participation rate | 54.3% | 73.3%-19.1pp | 79.8%-25.6pp | 69.6%-15.3pp |
| Annual return | 15.18% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,549 | $2,384-35.0% | $3,919-60.5% | $2,471-37.3% |
| Participant deferral / active EE | $2,665 | $3,733-28.6% | $5,048-47.2% | $3,740-28.7% |
| Admin fee / account holder | $1,986 | $6,321-68.6% | $8,927-77.8% | $5,306-62.6% |