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 | $45,842 | $102,605-55.3% | $145,661-68.5% | $84,808-45.9% |
| Participation rate | 54.1% | 74.3%-20.2pp | 77.2%-23.2pp | 68.3%-14.3pp |
| Annual return | 18.02% | 26.50%-8.5pp | 101.46%-83.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,485 | $3,325-55.3% | $4,238-65.0% | $2,631-43.6% |
| Participant deferral / active EE | $3,445 | $5,750-40.1% | $7,198-52.1% | $4,212-18.2% |
| Admin fee / account holder | $3,569 | $8,758-59.3% | $12,466-71.4% | $7,344-51.4% |