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 | $56,974 | $108,825-47.6% | $156,181-63.5% | $82,448-30.9% |
| Participation rate | 33.9% | 72.4%-38.5pp | 78.8%-45.0pp | 68.1%-34.2pp |
| Annual return | 19.45% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,229 | $2,870-57.2% | $4,294-71.4% | $2,551-51.8% |
| Participant deferral / active EE | $2,059 | $4,577-55.0% | $6,132-66.4% | $4,139-50.2% |
| Admin fee / account holder | $1,001 | $9,341-89.3% | $14,586-93.1% | $7,234-86.2% |