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 | $61,848 | $87,037-28.9% | $106,201-41.8% | $80,874-23.5% |
| Participation rate | 58.3% | 70.4%-12.1pp | 75.3%-17.0pp | 67.6%-9.3pp |
| Annual return | 10.55% | 17.05%-6.5pp | 116.26%-105.7pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,616 | $2,396-32.6% | $3,170-49.0% | $2,756-41.4% |
| Participant deferral / active EE | $2,287 | $3,986-42.6% | $5,012-54.4% | $4,297-46.8% |
| Admin fee / account holder | $3,370 | $8,434-60.0% | $11,039-69.5% | $6,935-51.4% |