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 | $40,035 | $94,625-57.7% | $116,228-65.6% | $84,808-52.8% |
| Participation rate | 56.2% | 70.4%-14.3pp | 74.6%-18.4pp | 68.3%-12.1pp |
| Annual return | 13.69% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,598 | $2,347-31.9% | $2,994-46.6% | $2,631-39.3% |
| Participant deferral / active EE | $2,438 | $3,972-38.6% | $4,953-50.8% | $4,212-42.1% |
| Admin fee / account holder | $3,905 | $10,091-61.3% | $11,989-67.4% | $7,344-46.8% |