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 6-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 | $32,909 | $71,516-54.0% | $98,439-66.6% | $71,457-53.9% |
| Participation rate | 49.6% | 72.7%-23.1pp | 75.2%-25.6pp | 67.9%-18.3pp |
| Annual return | 16.26% | 32.41%-16.2pp | 21.16%-4.9pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,255 | $2,399-47.7% | $3,048-58.8% | $2,588-51.5% |
| Participant deferral / active EE | $2,303 | $4,109-44.0% | $4,738-51.4% | $4,289-46.3% |
| Admin fee / account holder | $1,608 | $1,675-4.0% | $8,948-82.0% | $1,587+1.3% |