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 | $36,737 | $58,208-36.9% | $81,812-55.1% | $80,856-54.6% |
| Participation rate | 44.1% | 63.4%-19.3pp | 72.3%-28.2pp | 67.6%-23.5pp |
| Annual return | 15.56% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,248 | $2,340-46.7% | $2,912-57.1% | $2,755-54.7% |
| Participant deferral / active EE | $2,204 | $3,281-32.8% | $4,319-49.0% | $4,296-48.7% |
| Admin fee / account holder | $1,874 | $4,981-62.4% | $7,386-74.6% | $6,918-72.9% |