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 7-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 | $37,743 | $84,233-55.2% | $170,442-77.9% | $70,131-46.2% |
| Participation rate | 52.6% | 70.8%-18.2pp | 83.6%-31.0pp | 69.5%-16.9pp |
| Annual return | 20.23% | 23.06%-2.8pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,224 | $3,387-63.9% | $5,433-77.5% | $2,342-47.7% |
| Participant deferral / active EE | $1,793 | $3,086-41.9% | $4,939-63.7% | $3,332-46.2% |
| Admin fee / account holder | $1,330 | $5,698-76.7% | $13,880-90.4% | $4,645-71.4% |