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 | $52,982 | $107,452-50.7% | $91,541-42.1% | $142,382-62.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 19.03% | 22.06%-3.0pp | 20.50%-1.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,078 | $2,994-64.0% | $2,505-57.0% | $4,299-74.9% |
| Participant deferral / active EE | $6,474 | $4,754+36.2% | $4,008+61.5% | $6,507-0.5% |
| Admin fee / account holder | $2,175 | $8,834-75.4% | $6,956-68.7% | $12,624-82.8% |