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 | $53,145 | $109,413-51.4% | $156,263-66.0% | $84,808-37.3% |
| Participation rate | 52.1% | 72.7%-20.6pp | 78.9%-26.9pp | 68.3%-16.3pp |
| Annual return | 17.54% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,367 | $2,907-53.0% | $4,333-68.4% | $2,631-48.0% |
| Participant deferral / active EE | $3,444 | $4,590-25.0% | $6,158-44.1% | $4,212-18.2% |
| Admin fee / account holder | $1,180 | $9,357-87.4% | $14,255-91.7% | $7,344-83.9% |