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 9-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 | $20,749 | $44,960-53.9% | $84,966-75.6% | $74,495-72.1% |
| Participation rate | 42.0% | 49.4%-7.3pp | 67.5%-25.5pp | 67.2%-25.2pp |
| Annual return | 15.14% | 26.24%-11.1pp | 66.38%-51.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,138 | $1,457-21.9% | $2,727-58.3% | $2,623-56.6% |
| Participant deferral / active EE | $1,475 | $2,731-46.0% | $4,519-67.4% | $4,346-66.1% |
| Admin fee / account holder | $1,481 | $2,209-32.9% | $6,149-75.9% | $1,942-23.7% |