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 | $31,051 | $78,422-60.4% | $95,952-67.6% | $79,858-61.1% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 11.43% | 19.37%-7.9pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,205 | $1,945-38.1% | $2,541-52.6% | $2,471-51.2% |
| Participant deferral / active EE | $2,591 | $3,440-24.7% | $4,167-37.8% | $3,740-30.7% |
| Admin fee / account holder | $12,463 | $5,622+121.7% | $6,795+83.4% | $5,306+134.9% |