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 | $47,709 | $54,705-12.8% | $71,209-33.0% | $84,808-43.7% |
| Participation rate | 44.7% | 64.1%-19.3pp | 73.8%-29.0pp | 68.3%-23.6pp |
| Annual return | 13.84% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,124 | $2,158-47.9% | $2,721-58.7% | $2,631-57.3% |
| Participant deferral / active EE | $2,695 | $3,030-11.1% | $4,175-35.4% | $4,212-36.0% |
| Admin fee / account holder | $3,915 | $4,863-19.5% | $5,349-26.8% | $7,344-46.7% |