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 | $44,109 | $74,927-41.1% | $101,794-56.7% | $84,808-48.0% |
| Participation rate | 36.7% | 61.4%-24.7pp | 69.2%-32.4pp | 68.3%-31.6pp |
| Annual return | 13.71% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,444 | $1,522-5.1% | $2,289-36.9% | $2,631-45.1% |
| Participant deferral / active EE | $3,316 | $3,099+7.0% | $4,084-18.8% | $4,212-21.3% |
| Admin fee / account holder | $10,561 | $6,514+62.1% | $8,777+20.3% | $7,344+43.8% |