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 | $49,913 | $89,698-44.4% | $103,476-51.8% | $80,856-38.3% |
| Participation rate | 28.6% | 76.0%-47.4pp | 80.5%-51.9pp | 67.6%-39.1pp |
| Annual return | 12.14% | 22.78%-10.6pp | 23.90%-11.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,412 | $4,018-64.9% | $4,672-69.8% | $2,755-48.8% |
| Participant deferral / active EE | $2,254 | $5,456-58.7% | $6,623-66.0% | $4,296-47.5% |
| Admin fee / account holder | $11,245 | $6,768+66.1% | $9,413+19.5% | $6,918+62.5% |