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 | $44,220 | $101,724-56.5% | $164,813-73.2% | $80,856-45.3% |
| Participation rate | 54.3% | 71.8%-17.5pp | 78.6%-24.3pp | 67.6%-13.4pp |
| Annual return | 15.11% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,332 | $2,953-54.9% | $4,341-69.3% | $2,755-51.7% |
| Participant deferral / active EE | $3,695 | $4,477-17.5% | $6,031-38.7% | $4,296-14.0% |
| Admin fee / account holder | $6,260 | $8,227-23.9% | $12,690-50.7% | $6,918-9.5% |