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 | $24,729 | $54,705-54.8% | $71,209-65.3% | $84,808-70.8% |
| Participation rate | 41.4% | 64.1%-22.7pp | 73.8%-32.4pp | 68.3%-26.9pp |
| Annual return | 15.42% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,321 | $2,158-38.8% | $2,721-51.4% | $2,631-49.8% |
| Participant deferral / active EE | $2,078 | $3,030-31.4% | $4,175-50.2% | $4,212-50.7% |
| Admin fee / account holder | $3,123 | $4,863-35.8% | $5,349-41.6% | $7,344-57.5% |