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 | $47,264 | $60,892-22.4% | $82,389-42.6% | $84,808-44.3% |
| Participation rate | 53.8% | 63.3%-9.4pp | 69.5%-15.7pp | 68.3%-14.5pp |
| Annual return | 15.04% | 37.29%-22.3pp | 28.67%-13.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,338 | $1,779-24.8% | $2,517-46.8% | $2,631-49.1% |
| Participant deferral / active EE | $3,017 | $3,179-5.1% | $4,155-27.4% | $4,212-28.4% |
| Admin fee / account holder | $1,623 | $5,467-70.3% | $7,231-77.6% | $7,344-77.9% |