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 | $35,430 | $74,927-52.7% | $101,794-65.2% | $84,808-58.2% |
| Participation rate | 27.6% | 61.4%-33.8pp | 69.2%-41.6pp | 68.3%-40.7pp |
| Annual return | 16.75% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $532 | $1,522-65.0% | $2,289-76.7% | $2,631-79.8% |
| Participant deferral / active EE | $1,669 | $3,099-46.2% | $4,084-59.1% | $4,212-60.4% |
| Admin fee / account holder | $4,203 | $6,514-35.5% | $8,777-52.1% | $7,344-42.8% |