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 | $109,413-47.9% | $156,263-63.5% | $84,808-32.8% |
| Participation rate | 33.9% | 72.7%-38.8pp | 78.9%-45.0pp | 68.3%-34.4pp |
| Annual return | 19.45% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,229 | $2,907-57.7% | $4,333-71.6% | $2,631-53.3% |
| Participant deferral / active EE | $2,059 | $4,590-55.1% | $6,158-66.6% | $4,212-51.1% |
| Admin fee / account holder | $1,001 | $9,357-89.3% | $14,255-93.0% | $7,344-86.4% |