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 | $32,960 | $74,927-56.0% | $101,794-67.6% | $84,808-61.1% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.2%-42.5pp | 68.3%-41.6pp |
| Annual return | 19.44% | 18.70%+0.7pp | 30.53%-11.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,007 | $1,522-33.8% | $2,289-56.0% | $2,631-61.7% |
| Participant deferral / active EE | $4,681 | $3,099+51.0% | $4,084+14.6% | $4,212+11.1% |
| Admin fee / account holder | $8,120 | $6,514+24.7% | $8,777-7.5% | $7,344+10.6% |