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 | $64,719 | $66,098-2.1% | $101,794-36.4% | $74,304-12.9% |
| Participation rate | 48.2% | 53.8%-5.5pp | 69.2%-21.0pp | 60.3%-12.1pp |
| Annual return | 16.18% | 19.59%-3.4pp | 30.53%-14.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $911 | $1,082-15.7% | $2,289-60.2% | $2,241-59.3% |
| Participant deferral / active EE | $3,245 | $2,781+16.7% | $4,084-20.5% | $3,767-13.9% |
| Admin fee / account holder | $7,066 | $4,146+70.4% | $8,777-19.5% | $2,969+138.0% |