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 | $45,575 | $63,355-28.1% | $91,989-50.5% | $72,985-37.6% |
| Participation rate | 51.6% | 72.5%-20.9pp | 78.6%-27.0pp | 69.5%-17.9pp |
| Annual return | 20.77% | 35.35%-14.6pp | 69.02%-48.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,153 | $2,116+1.8% | $3,452-37.6% | $2,440-11.8% |
| Participant deferral / active EE | $3,618 | $4,883-25.9% | $5,923-38.9% | $3,607+0.3% |
| Admin fee / account holder | $522 | $4,668-88.8% | $7,743-93.3% | $5,124-89.8% |