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 | $36,510 | $54,705-33.3% | $71,209-48.7% | $84,808-57.0% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.8%-16.6pp | 68.3%-11.2pp |
| Annual return | 17.15% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,159 | $2,158-46.3% | $2,721-57.4% | $2,631-56.0% |
| Participant deferral / active EE | $2,688 | $3,030-11.3% | $4,175-35.6% | $4,212-36.2% |
| Admin fee / account holder | $463 | $4,863-90.5% | $5,349-91.3% | $7,344-93.7% |