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 | $56,256 | $81,248-30.8% | $155,509-63.8% | $80,856-30.4% |
| Participation rate | 18.8% | 66.2%-47.5pp | 78.2%-59.4pp | 67.6%-48.9pp |
| Annual return | 11.77% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,852 | $3,100-40.3% | $4,672-60.4% | $2,755-32.8% |
| Participant deferral / active EE | $3,284 | $3,452-4.9% | $5,626-41.6% | $4,296-23.6% |
| Admin fee / account holder | $10,942 | $7,997+36.8% | $15,912-31.2% | $6,918+58.2% |