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 | $26,255 | $80,717-67.5% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 41.1% | 66.8%-25.7pp | 78.1%-37.0pp | 68.3%-27.2pp |
| Annual return | 16.74% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,052 | $2,761-61.9% | $4,305-75.6% | $2,631-60.0% |
| Participant deferral / active EE | $1,574 | $3,303-52.4% | $5,540-71.6% | $4,212-62.6% |
| Admin fee / account holder | $6,092 | $6,746-9.7% | $14,329-57.5% | $7,344-17.0% |