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 | $47,930 | $88,581-45.9% | $145,661-67.1% | $74,304-35.5% |
| Participation rate | 60.8% | 64.9%-4.2pp | 77.2%-16.4pp | 60.3%+0.4pp |
| Annual return | 22.51% | 34.30%-11.8pp | 101.46%-78.9pp | 29.43%-6.9pp |
| Employer contribution / active EE | $1,872 | $2,612-28.3% | $4,238-55.8% | $2,241-16.5% |
| Participant deferral / active EE | $3,515 | $4,151-15.3% | $7,198-51.2% | $3,767-6.7% |
| Admin fee / account holder | $1,665 | $2,953-43.6% | $12,466-86.6% | $2,969-43.9% |