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 | $38,408 | $81,460-52.9% | $103,333-62.8% | $80,856-52.5% |
| Participation rate | 58.1% | 66.8%-8.8pp | 74.5%-16.4pp | 67.6%-9.6pp |
| Annual return | 15.41% | 25.55%-10.1pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,784 | $3,105-42.5% | $3,868-53.9% | $2,755-35.2% |
| Participant deferral / active EE | $3,559 | $3,869-8.0% | $5,057-29.6% | $4,296-17.2% |
| Admin fee / account holder | $6,416 | $6,566-2.3% | $8,355-23.2% | $6,918-7.3% |