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 | $33,321 | $49,915-33.2% | $154,803-78.5% | $74,304-55.2% |
| Participation rate | 36.3% | 54.0%-17.7pp | 78.1%-41.8pp | 60.3%-24.1pp |
| Annual return | 18.52% | 34.06%-15.5pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $769 | $1,611-52.3% | $4,305-82.1% | $2,241-65.7% |
| Participant deferral / active EE | $2,063 | $2,255-8.5% | $5,540-62.8% | $3,767-45.2% |
| Admin fee / account holder | $561 | $2,189-74.4% | $14,329-96.1% | $2,969-81.1% |