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 | $57,093 | $87,870-35.0% | $113,168-49.6% | $74,304-23.2% |
| Participation rate | 55.6% | 70.7%-15.1pp | 76.6%-20.9pp | 60.3%-4.7pp |
| Annual return | 13.68% | 26.44%-12.8pp | 24.27%-10.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,506 | $2,277-33.8% | $2,975-49.4% | $2,241-32.8% |
| Participant deferral / active EE | $2,728 | $4,241-35.7% | $5,107-46.6% | $3,767-27.6% |
| Admin fee / account holder | $9,194 | $3,368+173.0% | $12,068-23.8% | $2,969+209.7% |