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 | $27,827 | $65,365-57.4% | $92,893-70.0% | $72,985-61.9% |
| Participation rate | 34.0% | 68.3%-34.3pp | 76.0%-42.0pp | 69.5%-35.5pp |
| Annual return | 31.06% | 42.10%-11.0pp | 109.41%-78.4pp | 81.00%-49.9pp |
| Employer contribution / active EE | $1,034 | $2,594-60.1% | $3,653-71.7% | $2,440-57.6% |
| Participant deferral / active EE | $3,053 | $3,128-2.4% | $4,236-27.9% | $3,607-15.4% |
| Admin fee / account holder | $444 | $4,251-89.6% | $5,794-92.3% | $5,124-91.3% |