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 | $72,137 | $109,413-34.1% | $156,263-53.8% | $84,808-14.9% |
| Participation rate | 50.6% | 72.7%-22.1pp | 78.9%-28.3pp | 68.3%-17.7pp |
| Annual return | 17.52% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,784 | $2,907-38.6% | $4,333-58.8% | $2,631-32.2% |
| Participant deferral / active EE | $3,122 | $4,590-32.0% | $6,158-49.3% | $4,212-25.9% |
| Admin fee / account holder | $1,218 | $9,357-87.0% | $14,255-91.5% | $7,344-83.4% |