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 | $53,025 | $106,749-50.3% | $145,433-63.5% | $82,448-35.7% |
| Participation rate | 42.9% | 75.6%-32.8pp | 82.1%-39.3pp | 68.1%-25.2pp |
| Annual return | 20.44% | 27.59%-7.2pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,355 | $3,444-60.6% | $4,554-70.2% | $2,551-46.9% |
| Participant deferral / active EE | $3,818 | $6,519-41.4% | $7,897-51.7% | $4,139-7.8% |
| Admin fee / account holder | $2,084 | $8,390-75.2% | $13,129-84.1% | $7,234-71.2% |