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 | $52,683 | $74,927-29.7% | $101,794-48.2% | $84,808-37.9% |
| Participation rate | 59.1% | 61.4%-2.3pp | 69.2%-10.1pp | 68.3%-9.2pp |
| Annual return | 13.82% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,398 | $1,522-8.1% | $2,289-38.9% | $2,631-46.9% |
| Participant deferral / active EE | $4,892 | $3,099+57.8% | $4,084+19.8% | $4,212+16.1% |
| Admin fee / account holder | $9,827 | $6,514+50.9% | $8,777+12.0% | $7,344+33.8% |