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 | $43,268 | $77,899-44.5% | $149,673-71.1% | $75,163-42.4% |
| Participation rate | 58.2% | 65.6%-7.3pp | 78.8%-20.5pp | 67.2%-9.0pp |
| Annual return | 18.09% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,047 | $3,137-66.6% | $4,818-78.3% | $2,670-60.8% |
| Participant deferral / active EE | $4,216 | $3,411+23.6% | $5,680-25.8% | $4,125+2.2% |
| Admin fee / account holder | $2,281 | $5,956-61.7% | $13,210-82.7% | $5,651-59.6% |