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 | $35,860 | $92,985-61.4% | $153,432-76.6% | $80,874-55.7% |
| Participation rate | 57.8% | 69.0%-11.2pp | 77.1%-19.3pp | 67.6%-9.9pp |
| Annual return | 16.49% | 19.95%-3.5pp | 15.66%+0.8pp | 35.62%-19.1pp |
| Employer contribution / active EE | $2,443 | $3,507-30.3% | $5,038-51.5% | $2,756-11.3% |
| Participant deferral / active EE | $3,052 | $5,178-41.0% | $6,757-54.8% | $4,297-29.0% |
| Admin fee / account holder | $2,827 | $8,880-68.2% | $12,725-77.8% | $6,935-59.2% |