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 | $45,431 | $81,446-44.2% | $103,374-56.1% | $80,874-43.8% |
| Participation rate | 51.3% | 66.9%-15.6pp | 74.5%-23.2pp | 67.6%-16.4pp |
| Annual return | 17.11% | 25.57%-8.5pp | 24.89%-7.8pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,482 | $3,107-52.3% | $3,869-61.7% | $2,756-46.2% |
| Participant deferral / active EE | $2,561 | $3,870-33.8% | $5,058-49.4% | $4,297-40.4% |
| Admin fee / account holder | $15,092 | $6,715+124.8% | $8,394+79.8% | $6,935+117.6% |