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 | $37,084 | $94,625-60.8% | $116,228-68.1% | $84,808-56.3% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.6%-10.0pp | 68.3%-3.8pp |
| Annual return | 15.67% | 20.40%-4.7pp | 90.06%-74.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,412 | $2,347-39.8% | $2,994-52.9% | $2,631-46.3% |
| Participant deferral / active EE | $3,467 | $3,972-12.7% | $4,953-30.0% | $4,212-17.7% |
| Admin fee / account holder | $4,660 | $10,091-53.8% | $11,989-61.1% | $7,344-36.5% |